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Use warning system for a double booking

It's limiting to have double booking turned on or off for a user. It would be much better to have a warning pop up when trying to double book. This would allow more functionality in the calendar.
Albert Knapp almost 2 years ago in Scheduling 0 Future consideration

Add multiple staff to one appointment

We need a feature to add multiple staff to one appointment, especially if using a nonbillable appointment. Adding staff trainings to every single staffs called at is exhausting.
Guest over 1 year ago in Scheduling 0 Future consideration

Ability to add same email address to more than one client

Under email address of the client, I am unable to add the same email address to the sibling of my client. This is very much a flaw as it would be unreasonable to expect a parent to have to juggle multiple emails to have an account for each child. ...
Jacqui 4 months ago in Clients 0 Future consideration

Color code clients

I know you can color code therapists, however I think it would be more beneficial to have the ability to color code clients. This way you can (at a glance) visually track the client's day to ensure they have coverage all day and there are not any ...
Guest over 1 year ago in Clients 0 Future consideration

Edit notes with an invoice attached

In Accupoint we could edit notes even after they were billed, and this would send an automatic corrected claim status to billing. Now we cannot edit notes once billed, which is a nightmare. Please include this feature as soon as possible.
Guest about 1 year ago in Notes & Forms 0 Future consideration

The New Calendar Version has a notes section that is not big enough and does not expand for purpose of reading the notes.

The notes section of the appointment needs to be larger and more accessible. We make use of this field and as it is now, we can not see everything that is there.
Julie Brown 3 months ago in Scheduling 0 Future consideration

Detailed Appointment Report: Including Non-Client Events

Detailed Appointment Report: Including Non-Client Events so we can find these events. Useful for tracking and reporting on Meetings, Non-Billable events, Admin Time, Indirect Time that is not covered by insurance.
Benjamin Chouinard 11 months ago in Reporting 0 Future consideration

Allow option to stay on selected date in agenda instead of on current day.

If I select a date on the agenda, then select a note to sign, I have to re-select the date in between each note as it defaults back to the current day on the agenda. Allow the option to stay on the selected date until manually changed. This will m...
Guest about 2 months ago in Scheduling 0 Future consideration

Supervision Report see grouped client % of supervision totals per given period.

PLEASE update the supervision report to include percentage of supervised direct appointments in a given period for each client. We don't need percentage of the overlapping appointment supervised, rather we need percentage in any given period. Curr...
Meshulum Y Klugmann about 2 months ago in Reporting 0 Future consideration

Allow appointment times to be changed even if they have a supervision attached

Right now, if we need to change the appointment time for a direct session (due to late arrivals, early pickups, last-minute mid-day switches, etc.), we cannot do it if a clinician has a supervision appointment overlapping. The clinician has to del...
Guest almost 2 years ago in Scheduling 1 Future consideration