Select which diagnosis code appears on the progress note
When completing a client's progress note, allow me to choose which diagnosis appears on the note so that the diagnosis code displayed reflects the treatment performed for that date.
Guest
over 6 years ago
in Notes & Cases
6
Future consideration
Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
Guest
almost 6 years ago
in Invitations
11
Future consideration
Don't send new appointment email for previous service dates
If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Allow me to embed a calendar or calendar link on my organization's website so prospective clients can schedule a consult or initial appointment with me without having to use the client portal.
Set which staff member a client can schedule an appointment with on the portal
When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest
about 11 years ago
in Clients & Groups
0
Future consideration
If I have double-booking disabled for my calendar, allow me to override that setting when creating an appointment. I may want to make an exception for certain appointments.
0
Future consideration
