Allow other staff to view, approve or decline pending client portal appointment requets
Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
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Beth Gordon commented
Allow a clinician to choose whether self-scheduling requests go directly to the clinician for approval or sent to an administrator to approve/ deny.
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Beth Gordon commented
Allow a clinician to choose whether self-scheduling requests go directly to the clinician for approval or sent to an administrator to approve/ deny.
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Heidi Grover commented
We are a large group where our secretaries schedule appointments. Allow them to confirm appointments created through the client portal.
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Josh Hartle commented
We would like our admin members to view and approve/deny any appointment requests for the providers. This would make the process more efficient and help us provider better customer service to our clients.
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Stephanie Briscoe commented
Would be nice if the admin can see the providers unconfirmed appointments box to consider the appointment requests of those clients. If this don't make since please call me I would love to elaborate on this.
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Nadia Surin commented
yes, this is needed! It is important that admin has the entire view of appointment scheduling in the system
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Dr. Kelly Lewis-Arthur commented
I have talked to 3 different practice owners who have theranest accounts and myself about our frustration with the client portal feature that requires therapists to confirm clients scheduling through the portal instead of the front office folks. For larger group practices, we have front offices that do all the scheduling for our clinicians and our clinicians pay us a percentage of their salary to do this. We want clients to be able to schedule through the portal but can't use this feature now because of the inflexibilty of theranest which prevents front office administrators from confirming appointments for therapists in the practice. I can't think of any doctors office that requires their clinicans to confirm appts. The front office normally do this. I would like you to change this feature to allow front office to confirm appts. The 2 other practice owners I know that have theranest are getting ready to drop their services with you because of this feature alone. It is prohibitive for larger practices that need the front office to handle of their scheduling.
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Kari Russo commented
THIS IS SO IMPORTANT!!
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Marquita Thompson commented
Create a screening tool where all appointments are approved by our administrator and maybe even a captcha is created to prove not a robot
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Jason commented
...it also constitutes a poor client experience when they show up for an appointment they think was scheduled, but it wasn't actually confirmed and/or a therapist never saw it!
Vice versa is also true--when a therapist shows up for a session they thought was happening, and a client cancelled it without ever being given explicit control over scheduling online...this automatic setting is a pain.
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Taylynn commented
We have 23 therapist in our office and our front staff are the the ones who manage and approve appointments on each therapist schedule. Allowing the client to book under their therapist but give the front office access to review and approve or deny appointments with out having to go through the therapist to see those request would be extremely time saving and beneficial.
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Taylynn commented
We have 23 therapist in our office and our front staff are the the ones who manage and approve appointments on each therapist schedule. Allowing the client to book under their therapist but give the front office access to review and approve or deny appointments with out having to go through the therapist to see those request would be extremely time saving and beneficial.
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This is so necessary! PLEASE ADD
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Cindy Sheppard commented
Please make the unconfirmed appointments accessible to admins. We control the schedules and need to be able to confirm or deny a request.
In the client portal please turn off the automatic scheduling for clients once they sign up, this has caused scheduling problems and I do not see it getting any better. I know we have the ability to turn it off but for the client to have the ability to schedule themselves when they sign up for the portal is not a good thing and when the admin is not able to confirm or deny an appointment this really causes a lot of headaches and rescheduling issues.