Settings and activity

63 results found

1. Streamline MD signoff process

   31 votes

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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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2. Duplicate Client Report

   140 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

3. better identification of NEW clients & first time bookings

   329 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

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

   37 votes

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   Catherine Vega supported this idea  ·  Oct 28, 2024

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

   5 votes

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   Catherine Vega supported this idea  ·  Oct 28, 2024

6. Ratings

   352 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

7. Enhanced staff performance reports

   353 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

8. Notification for rescheduled or changed appointments

   572 votes

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   Waitlisted  ·  93 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Catherine Vega supported this idea  ·  Sep 27, 2024

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

   507 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

10. View an audit log of user actions

    808 votes

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    In Progress  ·  56 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Catherine Vega supported this idea  ·  Sep 27, 2024

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

    398 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

12. Merging appointments for the same client

    232 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

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

    153 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

14. Highlight no-shows in red in patient history

    519 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

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

    29 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

16. Bulk sign forms

    42 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

17. Make client history viewable on professional app

    17 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

18. Allow us to mark messages as unread

    188 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

19. Adjust appointment durations by clicking & dragging

    291 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

20. No more duplicate clients

    570 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024