All ideas

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.

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 ...

When a provider is unassigned from a client and the client attempts to reply, a message appears that refers to the provider as "he". Please remove the pronoun because it can be confusing for our clients if they are seeing a female provider.

Currently, our staff uses the Staff Filter on the calendar and have "All" selected to show all the providers in our organization. When a new staff member is added, they are not included in this filter and the calendar requires established staff me...

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...

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...

Currently if you utilize the Enter Notes button from the dashboard, it takes you to a new, blank progress note, without giving the option of utilizing the Copy feature. You must enter from the client page in order to do so.

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!

Add an intake form for "No Secrets Policy" so I don't have to create it from scratch.

I'm subscribed to ePrescribe and when I use the Active Medication dynamic form element I want to see the medication frequency pulled into the progress note.