Set portal self-scheduling availability per client
Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).
Therapists are responsible for the clients' treatment, which includes being able to manage appointments with them. Please allow therapists to customize which clients have access to their schedule and which ones can self-schedule on the client portal. Thank you.
Hello Theranest,
Our practice is attempting to streamline our scheduling process with the self-scheduling portal. However, we are running into a problem. For instance, Group A Clients (EAP Sessions, Self-Pay, etc) can only see me on the 2nd and 4th week of the month, Group B Clients (Medicaid, BCBS, etc) can only see me the 1st and 3rd weeks of the month. I would like to suggest a feature and would like to know if it could be not only useable for the Admin when scheduling but also we are able to place the client in a certain group which would prohibit the client from scheduling on weeks that are not designated for that Group of Clients to schedule?
