7523 results found
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Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
Contesting disputes needs improvement
We need to submit files that are larger than 1mb and more than 750 characters. We have a lot to say and a large consent file with images that needs to be submitted. Creates challenges shortening these if we are going to attempt to win them
2 votes -
I need a cancellation for a period of time. Selected dates I can review all the cancellations for rescheduling.
A complete detailed cancellation list for a period of time. For Instance- wanting to send out a text blast to recent guests who have cancelled and not rescheduled yet.
2 votes -
personalized app
client would like a personalized app for her business
1 vote -
Visible change to page / information bar when toggling between different locations
More visible change to page when toggling between different locations. It could be as simple as the information bar at the top changing colors or the logo changing . Something more eye catching to let Client services know what location they are making changes to
4 votes -
Show commission breakdown for service providers
Need the option on the backend/accounting settings where employers can input commission % on/for each products/services/etc. so the service providers are able to see what they are actually getting paid for, for each item on a sales ticket individually.
2 votes -
swipe to save card
In 2024 the tap to save a credit card option should be a given. Having to hook up a USB swiper is both cumbersome and not secure. This should definitely be an option with Duo integration.
2 votes -
9 votes
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Set an invoice to charge on a certain day
If a patient is paying in the future or owes for a package, etc., it would be nice to be able to schedule an invoiced date in the future.
6 votes -
No more vouchers on sales totals - vouchers are now confusing at check out as well
No more vouchers on sales totals - vouchers are now confusing at check out as well
11 votes -
view and adjust product quantities
make View Products and Adjust Product Quantities a separate permission.
1 vote -
Allow search of Service List under Settings menu
Under settings, service list cannot be searched. It can be searched under the "manage location" but not under the "manage business".
5 votes -
Adding Less Voucher columns to Marketing Reports
The marketing report needs a column that defines net sales less vouchers
2 votes -
Continued reminders for paperwork
Unfinished paperwork and forms need to be reminded every time a patient checks-in. Also, we need to be able to send a forms reminder after an invoice is closed for patients who don't complete forms correctly. We have patients who walk away when checking-in without filling out forms and then have no way to have them finish them when we catch it at a later date. The patient should not be able to check-in if they have unfulfilled forms for any visits.
1 vote -
Way to delete disabled products
We should be able to delete disabled products if we no longer offer or use them.
2 votes -
1 vote
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Make the check in process for an existing client a one step process
Make the check in process for an existing client a one step process. Existing members and clients don't want to have to input email, phone and name every time they come for a session. One step for check in in the iPad accelerates check in and also avoids people being in lines.
1 vote -
add a chart without attaching it to a service
Would be amazing for the provider to add a chart on the client profile without it having to be attached to a service. Sometimes we do follow-up calls on patients (way after their appointment) and want to be able to use the chart we created for it instead of just showing it in the "client notes"which can be difficult to keep track of, and no way to filter out
2 votes -
Forms attached to client tags in addition to service
It would be great to have the option to send out forms automatically according to a client tag - for example, every client with hyperpigmentation will be sent x form, regardless of the service they provided. It is way too easy to miss when we have to add it manually to some patient population groups, when we do not want that form to go out to everyone who is in the service group. This would be a big game changer
1 vote
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