8483 results found
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Make online booking easier for clients
Clients get so frustrated booking more than 1 appointment online, it is very time consuming and not user friendly at all. It's one of our biggest complaints.
11 votes -
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.
2 votes -
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.
3 votes -
clock in on mobile app
Can you add a mobile clock-in option?
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...
3 votes -
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 -
Make having a cc on file required when booking an appointment on the dashboard, and have a checkbox to bypass it.
Have a CC be required for any new client/appointment. Have a button to bypass, but make it something someone booking the appt must actively do. Must also be able to turn off on the back end for certain (existing) clients.
1 vote -
Need renewal date for Good Faith Exams on client profile.
For clients needing an annual Good Faith Exam. Need the previous exam date on the client profile page, instead of having to go back through chart/form history to determine when last good faith exam was completed.
2 votes -
Add additional form/chart note without needing scheduled appointment.
Need option to add additional medical chart note/form to client chart without it being associated to a visit.
10 votes -
Self-scheduling available per location, service, OR provider.
Clients that want to re-book or re-schedule with a specific provider should have the options to select their provider and be given direct access to their schedule. This is particularly helpful for providers that work for multiple locations.
1 vote -
Filter new clients from online booking for specific providers
I would love to be able to funnel new clients to my other providers without blocking online booking for my current clients. I've been using manual blocks on my schedule to fill other therapist's shifts before my own, but this prevents my current clients from being able to reschedule when using online booking.
A simple "accepting new clients" toggle on the staff profile would be a great addition. it would allow current clients to reschedule and view all of my ability while still filtering new clients to other therapists.
4 votes -
Open Charts
See all incomplete charts (in progress, not started) for a range of dates. For example, all open charts that are not started/in progress for the month of August. And be able to filter then by chart status
1 vote -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
3 votes -
New Reporting - Sales Summary (and Daily Summary) should be latest data, not delayed
The old reporting Summaries were all completely real time. It was helpful to get a quick grasp on how the day was going, etc...
The new reporting is all delayed. I would appreciate even just a couple of the reports to be real time. It is a bit of a regression to not have somewhere in the system to show what the current total collected is.
4 votes -
Quickly determined if theres a credit card on file
Quickly show whether a credit card is on file in the Professional App without having to open checkout. Making this visible at a glance would help staff identify unsecured appointments and reduce no-shows.
1 vote -
Bulk sign forms for clients
Ability for clients to bulk sign forms, especially when multiple consents are needed.
2 votes -
Attach add on services to other add ons
The ability to attach one add-on service to another add-on service. For example, Add-on A is attached to Base Service B. Once Add-on A is selected, Add-on C would appear as an available add-on. Add-on C would only be available after Add-on A has been added to the base service.
1 vote
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