Settings and activity

65 results found

1. Enhanced Payment Reports with Service Details

   3 votes

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   Catherine Vega supported this idea  ·  Nov 22, 2024

2. Ability to add time block to all

   36 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

   164 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

6. better identification of NEW clients & first time bookings

   352 votes

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   Catherine Vega supported this idea  ·  Nov 4, 2024

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

   40 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

   11 votes

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   Catherine Vega supported this idea  ·  Oct 28, 2024

9. Ratings

   375 votes

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   Catherine Vega supported this idea  ·  Sep 27, 2024

10. Enhanced staff performance reports

    372 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

11. Notification for rescheduled or changed appointments

    614 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

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

    609 votes

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    Catherine Vega supported this idea  ·  Sep 27, 2024

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

    422 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

14. Merging appointments for the same client

    257 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

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

    158 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

16. Highlight no-shows in red in patient history

    569 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

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

    35 votes

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    Catherine Vega supported this idea  ·  Sep 17, 2024

18. Bulk sign forms

    48 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

19. Make client history viewable on professional app

    22 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024

20. Allow us to mark messages as unread

    216 votes

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    Catherine Vega supported this idea  ·  Aug 27, 2024