Ideas

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314 Vote

Block specific dates to prevent appointments from being scheduled

Please add the ability to select certain dates of the year in which appointments cannot be scheduled (i.e. Holidays). With this, please make sure that this applies to recurring schedules (appointment will automatically not be scheduled on blocked ...

Created 9 May 09:51pm

Practice Management / Scheduling

8
307 Vote

Company Wide Notification Post

It would be great if there was a feature to post company shout outs so that staff see it when they log in on their dashboard. It could be useful to give payroll reminders, recognition, holiday reminders and positive feed back for staff. This can h...

Created 29 Dec 06:58pm

Practice Management / Dashboard

22
263 Vote

Replace staff members across entire recurrence of a schedule

Please add the ability to replace staff members across the duration of an existing recurring set of appointments.

Created 9 May 09:58pm

Practice Management / Scheduling

4
234 Vote

Undo Cancellations

Sometimes staff select the incorrect cancellation reason. These can go unnoticed and count against client/provider. Can you guys work in an "undo cancellation" feature?

Created 3 Jan 12:50am

Practice Management / Scheduling

23
190 Vote

When the time of a shift is changed when converting an appointment to a time sheet, update the calendar as well.

Currently the calendar stays the same and no longer matches the time sheet.

Created 26 Sep 06:19pm

Practice Management / Scheduling

9
158 Vote

Download files with file name

Could there be a way to have files download with the given file name (when uploaded; i.e. John D.) instead of the series of numbers and letters (i.e. 25673ndjhkhiudh736837)?

Created 10 Jul 01:31am

Practice Management / Files

4
155 Vote

Automatic text/email reminders of unconverted appointments over 24 hours old

Right now, the unconverted appointments show up on the facesheet but I do not think that most employees check that regularly or thoroughly. It would be awesome if automated text or email reminders could be sent for employees who have an unconverte...

Created 24 Jul 08:26pm

Practice Management

8
125 Vote

Ability to delete files OR ability to change the Client

We need a way to delete files. At least from the ORG account. Human error plays a big part in this. It's just too easy to accidentally select someone else's name from a drop down. Someone from the ORG should have this feature. This would save a l...

Created 17 Mar 08:32pm

Practice Management / Files

13
124 Vote

Add a search bar in the learning tree to quickly navigate to programs/targets

This would be useful because you could locate the specific program that you are looking for without having to toggle through several branches.

Created 30 Jun 03:16am

Clinical / Learning Tree

8
119 Vote

Notify user via SMS if schedule changes

Right now you can be notified by email but not texts. Texts are a much better way to ensure the message is delivered to our staff. This would be a very beneficial feature for us as right now we have to outsource to a different vendor in order to d...

Created 3 Aug 07:01pm

Practice Management / Platform

7