8140 results found
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Add the ability to print or export from the Audit Log
Can we look in to adding the ability to be able to print and/or export filtered results from the Audit Log.
Currently looking through and expanding Audit Log entries, one by one and page by page on screen is time consuming and difficult when there is a large amount of entries.
The ability to request a filtered view of events with an added option to Print/Print to PDF/Export to CSV/etc would be a welcome addition.
1 vote -
bookable time block
There isn’t a way to place a “bookable meeting” on the schedule that clients can still book over. If you add an appointment to the calendar, that time is fully blocked and cannot be booked online.
If you add a time block (for meetings, lunches, etc.), clients will simply see that time as unavailable and won’t be able to book it.So there isn’t currently a feature that lets you:
reserve time for a meeting
still allow clients to book it
and automatically move the meeting if a client books1 vote -
Medical/Surgical History that auotpopulates
Need medical/surgical history that can pull-over/auto populate like allergies and medications and can be found in their chart where allergies and medications are now
17 votes -
Archive Forms for Upcoming Appointments
Ability to archive forms before an appointment is completed without creating new copies that are "not started."
1 vote -
Narrative Notes
It would be great if we could create a narrative note from intake forms and treatment records.
1 vote -
GLP-1
With a big GLP-1 practice, it would be extremely helpful if we could track weight/height and autocalculate BMI. Being able to calculate total weight loss, remaining pounds to goal weight, and weight loss since last appointment would be priceless/
1 vote -
separate patient check in
It would be great if the patient check-ins could be separated. If one patient has two appointments in one day across 2 providers, it can be confusing for the providers when the patient checks in. For instance, if a patient has an appointment for a facial at 1pm and another appointment for filler at 2pm, its confusing for the medical provider to get a check in alert at 1pm. It makes them think their patient arrived an hour early. It would be nice to separate check-ins without having to separate the appointments themselves.
1 vote -
Update membership icon to something other than a crown
The crown and the star icon look similar so they can be easily confused. It would be awesome if the crown could change to something a little more unique to prevent confusion.
1 vote -
Display calculated age of client in Charts and Forms
Ability to show the calculated age of a client in their Forms and Charts, based on their DOB.
15 votes -
Hover over the icon to see who is logged in to ensure everyone is using their own profile in a busy office with several users
We have a busy MedSpa with multiple users. It's imperative that we use our OWN log in. I wish we could just HOVER OVER the silhouette person icon (in top right of the screen) to see WHO is logged in (in case they didn't log out, etc) so that we keep our records accurate. Thank you !!!
1 vote -
The form submit button does not work, please fix this ASAP
Clients recently have not been able to complete their forms and have to redo them in person. The submit button does not work, please fix this ASAP.
1 vote -
Pro App Form Visibility
The ability to see all completed forms for a client via the appointment in the app
1 vote -
It would be really great if you could modify the suggested tip percentages to round to the nearest 5 centers....
Please modify the precalculated tip options to round to the nearest 5 cents (up or down, doesn't matter) as when we are tipping staff out, the amounts often end increments of pennies and we're no longer wanting to deal with pennies in our drawer. All those "suggested amounts" based on percentages could be programmed to round to the nearest nickel. Thank you!
1 vote -
phone number look up
When looking up clients by phone number, you cannot copy and paste in search bar. When the number looks like this (555) 555-5555, you have to take away the parenthesis in order for a look up to occur. the copy function on the phone for those numbers gets the whole visual format. just alter code to recognize these formats as well.
1 vote -
clock in on mobile app
Can you add a mobile clock-in option?
1 vote -
AI receptionist Stating closed hours/Cnx policy
People are getting frustrated when it says they will check for a team member and then ask if they want a call back during our closed hours- especially SUN/Mon- when they don's know they won't get a call back until we open. We'd like to start the conversation by saying we are currently closed, or that a return call will happen during business hours. In addition, when someone wants to cancel within our cancellation policy- it goes right to offering a team member though a team member is not available when the AI receptionist answers. It would be more helpful…
1 vote -
Pause memberships indefinitely
Members can pause their membership for any duration in order to keep their original monthly rate. They may not have a date in mind yet to re-initiate, so it would be helpful to maintain a paused status with no end date.
1 vote -
When looking at a clients orders I should be able to click go back and still be in the client orders, not
When looking at client orders, after selecting one when I push go back to all orders it should be that clients orders...
1 vote -
Enable/disable IP address restriction by location
Currently, a user is restricted by IP address based on their role. When a business uses dynamic addresses, the update isn't always automatic and the business needs to be able to disable the requirement for a day or so before the new one works. Until then, the entire business must have it disabled instead of just at the location where the address recently changed. Ideally, the IP address can be disabled only at the location level when necessary.
1 vote -
New reports - changing date range shouldn't trigger the "update view" "lock"
When changing the date range on a custom view, the report won't let you change to another report without clicking "update view".
As I was putting this request in I saw that someone requested the ability to save date ranges. I think the best option is to allow the update view to save a date range, but don't require the update view if you have changed a date range and want to exit the report.
1 vote
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