Ideas

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214 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 about 2 years ago by Paul Traglio

Practice Management / Scheduling

1
203 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 over 1 year ago by Julie Mello

Practice Management / Dashboard

7
200 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 about 2 years ago by Paul Traglio

Practice Management / Scheduling

1
174 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 over 2 years ago by Zohal Alemi

Practice Management / Scheduling

13
112 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 over 2 years ago by Victoria Bierman

Practice Management / Files

12
108 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 about 1 year ago by Guest

Clinical

0
99 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 10 months ago by Guest

Clinical

5
93 VOTE

ability to post unapplied credit

Ability to post a credit to a client’s account which would sit in “unapplied” to later be applied to single line items once charges are generated.

Created over 2 years ago by Megan Summer

Practice Management / Billing

4
90 VOTE

Pending and Remaining columns in the authorization module reflect only future dates

Currently, if an appointment is from 2 to 4, and if the therapist gets to the house at 2:30 and works until 4, she will convert it for 2:30 to 4 at the time of conversion, even though the original start time on the appt was 2. This makes it so tha...

Created over 1 year ago by Guest

Practice Management

1 Planned
90 VOTE

Undo last change

if I drag and drop an appt, then I go, oops, I didn't mean to do that, could we have an undo button to take back that last change

Created over 2 years ago by Guest

Practice Management / Platform

2 Planned