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Set default forum for appointments

Allow me to set whether the forum will default to Telehealth or In-Person when creating a new appointment. I only conduct sessions via telehealth, so I need to change this every time I create an appointment.

App Type Telehealth
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    • Norman Kohn
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      Apr 4, 2025

      Agree: it makes at least as much sense as default diagnosis or service code. Helps avoid careless errors when new visits get entered, especially conflicts if tele modifier needs to be set

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    Set default Forum when scheduling Appointments

    Add an Organization setting to set the default Forum (In-person or Telehealth) when scheduling new Client or Group appointments.
    Guest 4 months ago in Calendar & Scheduling 0 Future consideration