5872 results found
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auto save forms/charts as they are being completed
Auto save would help service providers maintain their progress as they complete charts without having to actively save draft and go back into the chart to continue.
23 votes -
Upload Multiple Photos at Once In Charts
It would be awesome, especially with the new photo mark-up capabilities to be able to upload multiple photos to a chart at once. Currently what have 10 individual photo upload boxes on all our charts to be able to gather all the necessary angles and priority areas. It's very time consuming and in consistent. Now that mark-up is here, It would be phenomenal if this was the next issue tackled to really come full circle when it comes to photos in the charts!
51 votes -
Invoice Notes
It would be extremely helpful if we could add notes to an invoice while the invoice is still open. Now, we have to close the invoice then go back in to the "order" to add a note. Our providers creates the invoices in the room with the patient so this feature would be helpful for them to add notes in the invoice for front desk to see or even for front desk to add notes.
4 votes -
Appointment changes are changing many other things.
When changes are made to appointments, room assignments need to not change. When one service is updated or added, it changes the times for all their other services, thus creating a mess and confusion of when their original bookings were.
3 votes -
4 votes
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Print Date and Time Stamps on All Forms and Charts
As a medical practice having the date and time a patient signs a form or a provider signs a chart is very important. Currently, each record shows a time stamp on the computer but this does not appear when it is printed. Having this printed would be very helpful for any medical legal issues. Thank you.
20 votes -
setting that requires a card on file to book in house appointments
Setting that requires a card on file for ALL in house appointments. An appointment cannot be made, without having a card on file. Multiple team members frequently forget to collect card info when scheduling in house appointments. It would be helpful to have a setting that would not allow them to forget to collect card information to schedule the appointment.
6 votes -
Apply an "Accepts Tips" indicator to each employee.
Our office has a number of providers that do not accept tips for their services and one that does. We would like the tipping option to not display for those that do not. It is awkward to have to tell the majority of our clients to not tip when the tipping screen opens for the sake of one employee that collects tips.
4 votes -
Allow multiple product usages for each service
Many services require multiple products to be used, so allowing for more than one product to be used per service would allow for better inventory tracking
32 votes -
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule, tag something for someone else to review, create a task for someone to call and follow up with someone about something and choose the staff I want to assign it to
6 votes -
Need a way to schedule clinic shutdowns and LUNCH
you need a way to book lunch breaks easily, ongoing. the 52 week limit on ongoing repeated blocks is frustrating- should not have to remember to reset it every 52 weeks. Lunch breaks are pretty standard necessity in a schedule!!
Also- it allows an opportunity for online scheduling to sneak through before you reset it )=Also an easier holiday feature to block would be nice
4 votes -
Capture leads from people who click the booking link but don't book
Lead capture of name, phone #, and email when someone clicks the booking link but does not book. In order to accomplish this, ask for this information prior to seeing booking options.
9 votes -
being able to add an attachment to send to the client in messages
being able to add an attachment to send to the client in messages to send the pre care instructions before their scheduled apt
4 votes -
date of birth in DUO
Make the date of birth visible for providers on the IPADs view in the duo app. The email and phone number is not as significant to show in comparison to the date of birth for medical purposes.
3 votes -
Offer code for specific Clients (VIPS, Friends & Family, etc.)
I need to be able to assign an offer code to certain individuals who do not have memberships. These would include VIPS per Owner, certain Friends & Family, etc.
8 votes -
void old orders
Void orders that are older than today. Sometimes I find an error in an order that was closed in the previous week or month and would like to be able to void the order and generate a new ticket to correct the error instead of having to issue a refund.
3 votes -
Audit of client notes
Client notes should be archived, not fully deleted, and there should be an audit of the actions taken
4 votes -
add a way to MANUALLY send client forms.
currently the only way to send clients the required forms is to book an appoitnment, but there should be a way to
1 - manually add a different form to a clients profile
2 - click a button and manually send off that form via text/email to the client
4 votes -
Cancellation follow up option
Could we add a feature to the cancellation tab that allows for direct follow-up with the client? It would be helpful if this also reflects the client's response or status change, so we can track engagement and offer rescheduling opportunities in a streamlined way.
5 votes -
add on PRODUCTS to go with a service
where you can put add on products WITH a service so you can still track the inventory but help everyone remember to offer to patients. also lets patients see more of what you have if you are looking to book online
right now you can do it by making it an add on SERVICE but then you dont track inventory!
4 votes
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