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Create warning when scheduling client with a therapist who is not assigned to the case

Our center has three administrators who are also therapists, a handful of therapists, plus our office manager who schedules clients. We would like to have an added warning come up when our office manager is accidentally scheduling a client with an...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Block non-client events so I can't accidentally "Add" an appt on that day.

Color code days that we are not available.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Service Type Customize

I would love to be able to add our CLIA to specific "Service Type" under the Organization - Service Type tabs that will not attach to other services in our practice. We have to add and remove the CLIA # from the Prior-Authorization tab in the Bill...
Guest over 5 years ago in Practice Management & Administration 0 Already exists

appointment made date

It would be helpful to be able to see when an appointment was scheduled and by whom (client request, or which staff member). This would make it easier to retrace steps when a mistake has been made, or when changes/updates to the schedule need to b...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

add batch appts

should be easier to add several appts to a client's list of apts. so time consuming to go back and list appts one by one. Could be super easy looking at the appointments tab for a client
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

hide names

Some EHR software has a "hide names" feature on the calendar. It was very useful to show a client the screen briefly to show availability without having to change all the settings. Just a checkbox on the calendar screen to be able to ensure confid...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Adding other task to the calendar

It would be nice to add task like meetings and open slots to the calendar where everyone can see the therapist's availability for that day. Right now you can only add client appointments.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

closing notes signature

Add the ability to electronically sign and date the closing note.
Guest over 5 years ago in Notes & Cases 0 Already exists

Include address in appointment reminder

I would like to be able to include the address of the office in the appointment reminder along with the door code.
Guest over 5 years ago in Calendar & Scheduling 1 Already exists

Calendar options

I was wondering if there was an option for the client first name and last name initial was able to be shown? I have many people with same initials and it can be confusing and I do not want their whole name shown on the calendar.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists