Add date/timestamp and staff member name to scheduled appointment
When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go bac...
Autosave dynamic forms & clinical documentation without drafts
Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
Show intake forms individually on the client portal
If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Guest
about 2 years ago
in Intake Forms
2
Future consideration
Add credit card information in the portal that populates in TheraNest
Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest
about 7 years ago
in Notes & Cases
9
Future consideration