Settings and activity

66 results found

1. Enhanced Payment Reports with Service Details

   2 votes

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   Catherine Vega supported this idea  ·  Nov 22, 2024

2. Ability to add time block to all

   33 votes

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   Catherine Vega supported this idea  ·  Nov 22, 2024

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

   3 votes

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   Catherine Vega supported this idea  ·  Nov 22, 2024

4. Streamline MD signoff process

   32 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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5. Duplicate Client Report

   145 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

6. better identification of NEW clients & first time bookings

   336 votes

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   Waitlisted  ·  11 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Catherine Vega supported this idea  ·  Nov 4, 2024

7. 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

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

   6 votes

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   Catherine Vega supported this idea  ·  Oct 28, 2024

9. Ratings

   359 votes

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   Waitlisted  ·  15 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Catherine Vega supported this idea  ·  Sep 27, 2024

10. Enhanced staff performance reports

    355 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

11. Notification for rescheduled or changed appointments

    583 votes

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

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

    592 votes

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    Waitlisted  ·  31 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Catherine Vega supported this idea  ·  Sep 27, 2024

13. View an audit log of user actions

    819 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

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

    406 votes

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    Waitlisted  ·  9 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Catherine Vega supported this idea  ·  Sep 17, 2024

15. Merging appointments for the same client

    248 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

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

    156 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

17. Highlight no-shows in red in patient history

    533 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

18. 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

19. Bulk sign forms

    42 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

20. Make client history viewable on professional app

    17 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024