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Appointments & Scheduling

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Update Calendar in real-time without having to refresh the page

If an appointment is created by a user and a different user is looking at the calendar, it appears as if the appointment time is free. However, it is not and the appointment can't be seen unless their screen is refreshed. This would be a benefit b...
Guest 27 days ago in Appointments & Scheduling 0 Future consideration

Block unconfirmed appointments on the calendar until confirmed/declined

Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
Guest over 6 years ago in Appointments & Scheduling 33 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest over 4 years ago in Appointments & Scheduling 27 Future consideration

Allow clients to select from a list of available appointment times rather than selecting from the calendar

I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes ...
Guest about 7 years ago in Appointments & Scheduling 30 Future consideration

Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability

As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
Guest about 1 year ago in Appointments & Scheduling 6 Future consideration

Populate location based on service type

When creating an appointment, have the location automatically populate based on the service type I select. We offer free phone consultations, and it would be easier if our "Phone" location was automatically selected if the consultation service typ...
Lara Davis 3 months ago in Appointments & Scheduling 0 Future consideration

Require credit card on file on the Client Portal

Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.
Guest about 9 years ago in Appointments & Scheduling 16 Future consideration

Set how far out clients can book appointments on the portal

Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Guest almost 3 years ago in Appointments & Scheduling 8 Future consideration

Allow other staff to manage unconfirmed appointments

Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
Guest over 5 years ago in Appointments & Scheduling 15 Future consideration

Add setting when staff member is not accepting new clients

It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. Th...
Guest about 7 years ago in Appointments & Scheduling 4 Future consideration