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Multi Location Needs

I have a couple of multi locations that are close to wanting to sign up, they do need separate databases for multiple reasons... Some things they would like: Toggle access moved to top of Scheduler and Front Desk and say which location in, ability...
Guest 10 months ago in Settings 0 Future consideration

Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 10 months ago in Intake Forms 0 Defect Logged

Statement Adjustment for Envelops

A way to adjust the statement format to fit certain envelops with windows to mail out.
Lyndsey Sullivan 10 months ago in Products 0 Planned

Creating Tasks within the system

In addition to an internal chat option, add a task manager for all staff to be able to manage to-dos when it comes to clinic/patient tasks.
Sarah Karacic 10 months ago in Settings 3

Upload Insurance Card/ID with Booking

Option for patients to be able to upload their Insurance or ID cards
Sarah Karacic 10 months ago in Appointments 0

Link Bookings to Patient Calendar

a way for appointment bookings to link to calendar on phone or email (some sort of link to put the appt on the patients calendar)
Sarah Karacic 10 months ago in Appointments 0

Email Option for Statements from Claim History

This would be useful when a statement is needed quick or is requested from the front desk.
Guest 10 months ago in Statements 0

Recurring Scheduling for Households

Recurring Scheduling for Households
Guest 10 months ago in Scheduler 0

Membership Payment Method

When a patients payment method on file is changed/edited, ability for the membership to automatically begin charging the new/updated payment method. Or even an option to just 'edit' the payment method chosen for that membership.
Sarah Karacic 10 months ago in Membership 0 Future consideration

Appointment Changes

Ability to change an appt. time/date by clicking on the appt. and dragging it to the new time/date. That would be a game changer in terms of convenience.
Sarah Karacic 11 months ago in Appointments 2