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Appointments & Scheduling

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Have client portal availability separate from calendar availability

I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can ...
Guest about 7 years ago in Appointments & Scheduling 31 Completed

Automatically change Time Zones for clients when creating appointment

With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military ser...
Guest over 6 years ago in Appointments & Scheduling 11 Completed

Add alert to client for cancellation penalties

Allow users to create custom pop-ups for client cancellations and reschedules, so that if a client gets online to cancel an appointment within the "penalty period" (such as 12 hours or 24 hours prior to the appointment), s/he will be warned/remind...
Guest over 4 years ago in Appointments & Scheduling 0 Completed

Add filter option for "All" in Client Portal appointments list

In TheraNest, appointments automatically switch from "upcoming" to "kept" when the scheduled start time passes. This causes a problem in the client portal because clients try to find their appointment for the current day and if they are a minute p...
Guest over 4 years ago in Appointments & Scheduling 2 Completed

Add link to client portal in email sent when appointment request is declined

within the declined appointment email to clients, put a button there that sends them right back to the portal login so they can try again. Make that easier. (I work with ADHD clients, we got to make it as easy and as few steps as possible)
Guest over 5 years ago in Appointments & Scheduling 0 Completed

Additional Instructions on steps to create an appointment from the Client Portal

Have instructions in the client portal (particularly for new clients attempting to schedule their first appointment) instructing them to double click in an open (white) slot on the calendar to schedule. Include text that lets clients know that una...
Guest over 5 years ago in Appointments & Scheduling 1 Completed

Don't allow same day appointments on Therabook

Or hve a setting that therapists can allow this or not. We don't allow them in my practice because it doesn't give us time to prepare and get the initial information we need to set an appointment
Guest almost 10 years ago in Appointments & Scheduling 0 Completed