It creates a lot of confusion if I make a mistake or make changes to appointments because an instant email is sent. It has caused clients to miss appointments and question my professionalism. I wish that the email reminders would only go out at the time of the option of 24 hours in advance. It is a hassle to have this type of confusion when I correct bi-weekly sessions when the client misses a week and now I need to change it or when I need to simply change a time frame of the appointment was it was maybe not scheduled correctly for the full hour, etc. I would have liked it if turning it off at the organization level and then making those changes would have fixed this problem as this would make it simple to avoid all those emails going out. I refuse to take the extra time that one subscriber takes to delete all the contact info then make the change and then re-enter the contact info. That doesn't streamline my business.

YES! To me, a perfect way to do it would be for the default to NOT send a notification to the parent, then for there to be a box I could check as I change the appt indicating that I would like this particular change to be emailed to the parent.

It would be great if I could turn off email notifications to clients about their schedule. I book everyone myself and it has become confusing for them to get an email after the fact when they are supposed to come in. Thanks and happy new year!

Has this been resolved? There are so many people that are raising important concerns about this. I just joined Theranest to consider switching, but these small issues with features make me worry.

I could not agree more!! I just sent a message about this as well. I will lose clients if not fixed soon!

I completely agree. We had a new therapist accidentally triple book an appointment and then they deleted two of them. It isn't even really entirely obvious that a client is notified either (until of course that first one says something). Well they got a no show and were told "no, I got several emails that you canceled my appointment". Don't get me wrong, this feature is incredibly helpful. We have had many more instances where this was useful rather than harmful. I do like when something is scheduled and the client calls in and tells US we made a mistake. It helps catch a lot of issues, and it helps the client have something that says when their appointment is. But I would even prefer it if every time it just had a pop up warning "your client is signed up with alerts through the portal. Do you want them to be notified of this change?". I don't know. As a tip, we have found that you can just check the box that says "do not contact by email", change the appointment, and then uncheck it.

1. Allow claims to be billed when case is archived.

2. Appointments KEPT status should NOT be the default and only allow therapist to change status to KEPT. Keep the status as pending even if appointment date has passed until the therapist updates it to KEPT so we know for sure they were seen as therapists tend to forget to update.

3. Give option to remove button for Duplicate past note as this is liability for some therapists who copy and paste same note for every session.

I totally agree! This has cost me sessions, it's beyond annoying, it is unprofessional and ridiculous that clients get a huge notification that a session is canceled, even if it is a past session (that was a mistake that I took off the calendar) they think - oh my session is canceled and don't come in.
A mess! Please fix this!!

Sometimes I accidentally move a clients appointment by dragging it and can not recall where the appointment was originally. Is it possible to have some sort of warning or message. Something like are you sure you would like to move client blah from 11/5/2019 to 11/6/2019.

This issue has led to me cancelling my subscription. It interfered with multiple appointments and confused multiple clients, resulting in a completely unprofessional impression of my business.

It would be helpful to separate the email notifications related to changes to appointments from the email notifications sent related to billing and invoices. e.g. I like that the client receives an email when I charge their card for their session or I send out invoices but it does not work for me to have the client receive an email every time I make a change in their appointments. I would like be able to turn off the delivery of email notifications for appointment changes/scheduling while having the ability to have the client receive an email notification for billing related actions. Currently if the email notification for scheduling is turned off so is the email notification for billing.

Yes, please make a way for each editing of appointment is separate from the notification to the client. Our clients are getting confused at times with all the notifications.
Maybe there can be a way for the clients to select which notifications, if any, they want sent.

Need a way to toggle on/off connection between portal and client. 1.) the Theranest payment graphic is inappropriate for a therapeutic relationship I think, it looks like someone is being reward with a prize/seal of approval. The graphic doesn't speak to a professional relationship between adults (in my case.) 2.) to adjust calendar sync errors, I sometimes need to delete someone's repeating appointment and then reinstate it. This triggers emails to the client which are frustrating and sometimes confusing. I then have to follow up with multiple emails generated outside of the system.

Yes! It's interesting (not good, but good to know I'm not alone!) that others are struggling with this too. We should have the option to determine what notifications go to clients, in all cases. I lost a full private pay session last week because of just what someone else described here. I made a mistake in my calendar, and when I changed it, she got a cancellation notice and assumed I had cancelled the appointment, when I was just fixing an error. Also, I do teletherapy and use a different platform for my video sessions (that sends notifications as well), so my clients are receiving lots of duplicates from different systems. I hope to see this fixed soon!

I am in total agreement. This needs to be fixed.

I am really disturbed to learn that cts have received unwarranted emails for changes in schedule. This is disturbing because that means Former pts have received emails. I think this feature should be turned off.

We have the same problem. We cannot get these automated emails to stop. We are losing business and interfering with patient care due to these problems with the portal. We need to be able to shut off these automatic emails when the calendar is changed. This should be fixed ASAP
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I completely agree. There were situations when my clients were completely confused and anxious receiving an email about errors I made. I also accidentally double booked one client. After canceling the 2nd appointment, I forgot to reach out and clarify, and my client did not show up to the session, thinking it was canceled all together. One big mess that I didn't even initially know I had to communicate to my clients about.
It would make it so much easier to have more control over the notifications so that our clients are not spammed with unnecessary emails.

Yes, this is a terrible situation and leads to so much confusion. My team looks unprofessional when clients get multiple emails yet nothing has changed on their appointment. notifying clients about schedule changes should be optional and intentional.

As the office manager, I am the one who fields calls from clients wondering about an email (or multiple emails) they received cancelling/changing their appointment(s). All of our therapists do their own scheduling and have told me that they will never cancel an appointment without personally letting the client know, so that leaves me to explain that our EHR automatically sends out emails whenever any change is made. I agree with all of the other comments about how this makes us look unprofessional. We have chosen to opt in to sending email appointment reminders two days before a scheduled appointment, but there is nowhere to choose to opt in or out of sending emails every time a change is made. This type of change should be happening “behind the scenes”. Are there really people who would use this method to inform a client that their appointment has been canceled/changed without personally contacting them?? Then they should have the option to have calendar changes sent by email to the client. From what I’ve been reading on this thread, sending these notifications should not be the norm. The original suggestion came in 15 months ago, has over 130 votes and 30 comments. Please provide us with more control over what communications get sent to our clients.