Ideas

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67 Vote

Have Availability show how many hours someone is scheduled for

Our therapists have varying schedules where each day is different from the next, but each week is the same. It would be helpful if, when I put their availability in, it would show me how many hours I have them scheduled for. Right now, I use an ex...

Created 27 Feb 02:34pm

Practice Management / Scheduling

5 Already exists
45 Vote

Add permissions to disallow canceling all remaining sessions, but keeping canceling just one time cx's

Because we have therapists canceling sessions, our cancellation data is incorrect if they accidentally cancel all remaining sessions instead of just a one time thing. Also we do not want them making permanent changes without going through scheduli...

Created 5 Jun 11:18pm

Practice Management / Permissions

4 Already exists
27 Vote

Ability to report or sort on a meta-data field.

Meta-data field are created because they are necessary to individual companies work processes. I would like the ability to pull a report for them. We have a meta-data field for hire date but I can't find who was hired in a give month or find any ...

Created 30 Nov 11:35pm

Practice Management / Contacts

2 Already exists
22 Vote

Bulk Change Goal Status

Please add the option to change the goal status of all targets below a long term or short term objective; similar to bulk changes for event line and phase change lines.

Created 23 Mar 06:17pm

Clinical

2 Already exists
19 Vote

The ability to determine which permission groups employees go into when added via contact forms

If I have a contact form for incoming new RBTs, I would like to program it in the contact form so that any employee that comes in via that form goes into my RBT permission group.

Created 28 Jun 07:20pm

Practice Management / Notes & Forms

3 Already exists
17 Vote

Ability to print a schedule NOT as an agenda

- Date selection that allows you to pick a custom start and end date to print - Ability to print a weekly calendar, where it prints just as we see it in the WEEK view (with the boxes indicating the length of each session)

Created 12 Nov 12:23am

Practice Management / Scheduling

4 Already exists
12 Vote

Long time out window

While working in Learn, it's not convenient to be logged out due to inactivity. When in a session, staff may need to ensure that the session data sheet remains active and they can enter information at a moment's notice. There are times when they...

Created 7 Feb 08:22pm

Clinical

3 Already exists
11 Vote

Ability to alphabetize and place files onto specific folders

No description provided

Created 14 Nov 03:34pm

Practice Management / Files

2 Already exists
6 Vote

Employee contact access

Hi. Our employees use CR to access patient accounts, including their contact information and we would like the same for employee to employee connections. It would be convenient for employees to access their coworker's basic contact information (na...

Created 12 Mar 11:44pm

Practice Management / Contacts

2 Already exists
8 Vote

Request to add custom principal type field

Is there a way to add custom principal types. The default types are terms not utilized by our company. It is very handy to be able to change other labels/types, such as appointment types. It may be a small detail, but would be a bonus to have the ...

Created 22 Nov 12:53am

Practice Management / Contacts

1 Already exists