Ideas

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15 Vote

I would love it if there was a way to find the most efficient schedule for our staff and clients.

I would like to be able to put ALL our clients availability, region, and hours requirements, and ALL our therapists availability, region, and hours requirements, be able to add factors for min and max session length, max # of different therapists...

Created 12 Dec 06:47pm

Practice Management / Scheduling

3
15 Vote

Scheduling: Feature request for a better way to create appointments for supervisors and RBTs

Most folks make one appointment and add both the bcba and the rbt as an additional participant, but then don't realize that this isn't what they should be doing since the system requires you to have billing manager permissions in order to convert ...

Created 8 Nov 04:04pm

Practice Management / Scheduling

1
11 Vote

Rule of Scheduling not to be able to higher than the Authorized Hours

Can not schedule or submit time sheets that have hours above the authorized amount.

Created 6 Dec 05:23pm

Practice Management / Scheduling

0
11 Vote

Bringing cancellations to an invoice like statement that can be shared with clients (WITHOUT creating timesheets)

Feature request to bring schedule cancellations (user clicking on an appt > clicking Cancel and then selecting cancellation reason) onto some sort of a report/invoice/activity statement, WITHOUT having to go the extra step to convert it into a ...

Created 14 Nov 10:27pm

Practice Management / Scheduling

0
13 Vote

Find a Radius range option under Scheduling > Find a Provider

This is an available feature for Find a Client but is not there for Find a Provider. Can we have a radius search for Find a Provider as well?

Created 29 Mar 05:23pm

Practice Management / Scheduling

1
14 Vote

Add a feature that allows multiple providers to be scheduled for the same appointment

I would like to be able to add an appointment for one client with multiple providers all in one screen. We have a lot of clinic meetings that sometimes involve up to 6 providers all meeting at the same place, time, and billing the same code, but w...

Created 18 Nov 10:27pm

Practice Management / Scheduling

1
8 Vote

Scheduling Availability - Allow ability to modify single dates

Within an availability schedule, allow the ability to remove single days. For example client is available MWF for the month. However he is not available on the holiday during that month. Wish to remove that 1 day from his availability schedule.

Created 13 Sep 08:22pm

Practice Management / Scheduling

1
13 Vote

Ability to cancel appointments

Let's say that I chose "Provider cancellation" instead of "Client cancellation" - I would like to either change my cancellation reason, or un-do a cancellation.

Created 18 Jan 10:13pm

Practice Management / Scheduling

1
13 Vote

Upcoming Appointment Notification

It would be great if, in the notifications settings, an option to receive a notification for an upcoming appt, ideally customizeable with how far in advance. This would be something ideally suited for clients. Ideally, they can set it up to receiv...

Created 18 Jan 06:03pm

Practice Management / Scheduling

0
12 Vote

Ability to add a task from the scheduling module

I would like to be able to add a task from the view as grid screen in order to alert staff to convert or correct their appointments

Created 30 Jan 10:50pm

Practice Management / Tasks / Scheduling

1