Settings and activity

47 results found

1. Ability to pull client contact info (phone/email) in Reports.

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   Catherine Vega supported this idea  ·  Nov 22, 2024

2. Streamline MD signoff process

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   Catherine Vega supported this idea  ·  Nov 22, 2024
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   Catherine Vega commented  ·  Nov 22, 2024  ·  Edit…  ·  Delete…

   Implement a centralized dashboard to streamline chart management, providing real-time visibility of all patient charts categorized as pending submission, under review, or ready for signature. The system would include automated notifications to alert staff and the medical director, digital sign-off capabilities for efficiency, and ensure compliance with clear audit trails, improving workflow transparency and speeding up chart completion.

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3. Duplicate Client Report

   93 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

4. better identification of NEW clients & first time bookings

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   Catherine Vega supported this idea  ·  Nov 4, 2024

5. PDF Upload option when building a chart, like a photo upload

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   Catherine Vega supported this idea  ·  Oct 28, 2024

6. pull over the medications and medical history into the good faith exam

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   Catherine Vega supported this idea  ·  Oct 28, 2024

7. Ratings

   303 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

8. Enhanced staff performance reports

   309 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

9. Notification for rescheduled or changed appointments

   473 votes

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   Waitlisted  ·  77 comments  ·  General  ·  Delete…  ·  Admin →
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   Catherine Vega supported this idea  ·  Sep 27, 2024

10. Keep no-shows & late cancels on the books for utilization purposes

    452 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

11. Appointment Change History

    705 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

12. Adding an icon to appointments that activates if a guest has completed their forms.

    278 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

13. Merging appointments for the same client

    157 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

14. When booking an appointment for a client that has waitlisted, do a match and ask user if waitlisted appt can be deleted

    81 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

15. Highlight no-shows in red in patient history

    244 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

16. Report - Booking Traffic - Pick a date to see Created Appointments & Cancelled Appointments

    23 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

17. Bulk sign forms

    22 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

18. Dot Phrases

    43 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

19. Make client history viewable on professional app

    13 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

20. Allow us to mark messages as unread

    120 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024