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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Jul 28, 2022

Default group case service type when creating appointment

When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
App Type TheraNest App
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  • Guest
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    Jul 27, 2022
    As far as I can tell, there is no benefit to selecting the "Service Type" within a Case. When you schedule an appointment, the Service Types for all open cases are listed in the blank appointment. You have to delete the unneeded service types, which is causing problems for our therapists when they click on the wrong button or forget to delete multiple services. What is the purpose of the field "Service Type" on the Case screen (Notes --> Case Info --> Service Type) if it does not restrict a provider's ability to schedule for other service types?