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Add reason field for rescheduled appointments

Allow me to enter a reason if I reschedule an appointment.
Guest over 1 year ago in Calendar & Scheduling 6 Completed

Track client's insurance history

Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans in...
Guest over 8 years ago in Clients & Groups 22 Completed

Archive Custom Forms

Add the ability to take an old custom form out of circulation without deleting all the same type of custom forms that have been filled out and are filed in active consumers charts
Guest over 6 years ago in Notes & Cases 22 Completed

Have client portal availability separate from calendar availability

I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can ...
Guest about 7 years ago in Appointments & Scheduling 31 Completed

Send Appointment Reminder Response Notifications via Email/In App Alert

I want to be instantly notified how my clients respond to appointment reminders. It's useful for me to know whether the appointment has been confirmed, cancelled or if my client has responded with any other reply in cases of distress. I'd like to ...
Guest about 6 years ago in Messaging & Notifications 15 Completed

Automatically create invoices

Allow me to automatically create invoices.
Guest over 6 years ago in Billing & Payments 13 Completed

Include specifiers and modifiers of diagnoses to Diagnosis section of assessment

It would be helpful to have additional fields in the diagnosis section so that we can include specifiers and modifiers of diagnoses as required by the DSM 5. This field could also be used to note if the diagnosis is provisional or a rule/out diagn...
Guest over 8 years ago in Notes & Cases 11 Completed

Electronic prescriptions feature (e-prescribe)

E prescribe function for medical prescribers
Guest over 8 years ago in E-Prescribe 30 Completed
107 VOTE

Turn off automatic "Kept" appointment status change

Allow me to turn off the feature that automatically changes an appointment to "Kept" when the appointment time is reached. We want our schedulers/providers to update the status manually.
Guest over 10 years ago in Calendar & Scheduling 45 Completed

Create a report showing clients with no appointments scheduled

It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my cli...
Guest over 7 years ago in Reporting 14 Completed