7138 results found
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virtual invoicing for account credits
virtual invoicing for account credits
3 votes -
pin forms to top
Pin certain forms to the top of forms list
Also pin certain photos to the top of the gallery3 votes -
Non-admins who can edit timecards shouldn't be able to edit their own
Managers have access and should be able to edit timecards for service providers and other non-management employees. They should still not be able to edit their own timecards - this should be left to Admins only.
3 votes -
List of open notes
It would be so helpful to be able to see a list of unsigned "draft" notes so we have an added safety net against unfinished documentation.
3 votes -
There should be an option to print a pdf file of the client's chart/forms in case they would like a copy or if we have to submit document
There should be an option to print and save a pdf file of the client's chart/forms in case they would like a copy or if we have to submit documents to their other doctors or to do a prior authorization on their behalf. Patient's have the right to obtain a copy of their office notes and or forms completed.
3 votes -
3 votes
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Simple work flows using your automated marketing
I would like to send a welcome email to clients after their first apt with our marketing info in it. It would not be a -pls re-book, but information on what is the norm what is not. Post care for the welcome to massage. You should be able to select when this should be sent. For example, after the first visit, after all visits.
3 votes -
3 votes
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Separate client contact info and tag permissions
We use the tag system heavily operationally, so all our team members need to be able to see tags. I would like to restrict service providers to limiting client contact information for important security and business protection reasons, but I can't because they would lose tag visibility which they need to perform services accuratly. Separating this in permissions would be a HUGE win for us.
3 votes -
Referral program points vs. account credit
It would be nice if the referral program issued loyalty points that can be converted to dollars vs. automatic account credit. This way actual dollars from membership or account credits etc. are separated from promotional credits.
3 votes -
Service Provider reflect in Online Booking, but not bookable.
Would like to be able to still show all providers at the business- however if a provider does not want to partake in Online Booking, then it would be great to be able to add a note stating to call the business to book with them, instead of not listing them as a provider at all.
3 votes -
We need a faster way to assign services to employees. You should not have to click each individual service and toggle employees on!
We should have a faster way to assign employees to services. We have upwards of 40 different services and to click each one and toggle employees on, is not efficient. Maybe you can have the employee tab have all service listed automatically thats assigned to the store they are coded too and then toggle them on or off from there
3 votes -
Ability to pull client contact info (phone/email) in Reports.
We use reports to categorize & pull past clients in order to follow up with them. It would be much more convenient to add a category/ability to customize report to add their contact info to the reporrt. As of now, you have to copy/paste the name or click into more details.
3 votes -
Make Charts non-visible to admins due to HIPPA
Make Charts non-visible to admins due to HIPPA
3 votes -
sales summary report if you could click on one of the categories and it would have a drop down
it would help if on the sales summary report if you could click on one of the categories and it would have a drop down that would show all transactions under that category.
3 votes -
Packages payments in parts
I would like to be able to make packages that my patients can pay in parts (like memberships). For example, laser package that is paid in 3 months.
3 votes -
Schedule reminders for providers
It would be great if we could set a notification that sends a daily reminder of the providers schedule of patients/clients before each day begins to the staff.
3 votes -
Ability to restrict gift card redemption
Limit gift cards according to service
3 votes -
Allow confirmation and reminder texts and emails to include a link
With the new referral program released, it would be nice to add this link to the confirmation texts and emails.
3 votes -
processing time add on
we would love to be able to have an "add on" increase the processing time of the appointment. for example, we do IV therapy and have a 30 minute processing time when the IV is running in. we have an extra fluids Add on which adds 30 minutes for the IV to run in. as of now, when a client selects this it adds 30 minutes to the end of the appointment. we would love it to only add to the processing time so the staff is available for other clients.
3 votes
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