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Sort service types

Allow me to sort the table by any column when viewing the list of service types in the Organization tab.
Guest over 2 years ago in Practice Management & Administration 1 Completed

scheduling

I have my preferred work hours in the availability for scheduling, but sometimes I will schedule a client during my "closed' hours. I am not the only private practice therapist that does this. Since I am my own boss. However, the system won't let ...
Guest over 7 years ago in Calendar & Scheduling 0 Completed

Create an option where you can lock rooms

We have 5 rooms and 12 therapists. I need to be able to lock a room once a therapist is scheduled in it so another therapist cannot schedule the same room at the same time.
Guest over 10 years ago in Practice Management & Administration 2 Completed

Don't indicate flags if client has none

If a client doesn't have any flags assigned to them then remove the "Flags: None" from the Agenda because it's just added clutter.
Guest over 2 years ago in Calendar & Scheduling 0 Completed

Add "Insurance" as Relationship to Client option in Contact Log entries

In the contact log drop down box for who the contact was with (client, parent, partner, etc)- I would love to see insurance company be listed as an option as that is who I am writing notes in the contact logs about the most. Thanks!
Guest over 5 years ago in Notes & Cases 0 Completed

Display client's date of birth on client list

Please add a feature to "clients" where you can sort by Date of birth.
Guest over 5 years ago in Clients & Groups 1 Completed

Allow therapists to schedule individual days

Allow therapists to schedule a specific day differently. For example, if I want to stay later this Thursday because I am going to be off this Tuesday, I have to go in and change my time available. However, this will also change all Thursdays after...
Guest over 8 years ago in Calendar & Scheduling 1 Completed

Add a check box in custom forms to allow adding it to the intake forms

I created a client checklist using custom forms. My thinking was that I would have clients fill it out online through the client portal. Then I discovered that there is a separate forms generator in the client portal and the two don't connect. The...
Guest over 8 years ago in Intake Forms 0 Completed

Add "Back to Progress Notes" button to progress note signature page

After signing a note I can't return to the notes section easily. I have to click on the sidebar, then the case, then the progress notes tab. When I have to do this three times for a couples note (with group note and individual progress notes) it g...
Guest over 5 years ago in Notes & Cases 0 Completed

Additional Instructions on steps to create an appointment from the Client Portal

Have instructions in the client portal (particularly for new clients attempting to schedule their first appointment) instructing them to double click in an open (white) slot on the calendar to schedule. Include text that lets clients know that una...
Guest over 5 years ago in Appointments & Scheduling 1 Completed