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Joseph Pereira

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  1. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Joseph Pereira supported this idea  · 
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    Joseph Pereira commented  · 

    I entirely agree with this and, in addition, we should be able to add default padding time before and/or after appointments. I see this being most useful in regards to the self-booking functionality, as clients could simply book themselves back to back without a break, but more-so for the ability to take additional notes after an appointment, or to review the upcoming client‘s notes, etc.

    I’ve voted on this idea, but have also created a separate one for the padding time aspect: https://theranest.uservoice.com/forums/914431-theranest-app/suggestions/41466772-service-types-set-default-duration-and-padding

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    Joseph Pereira commented  · 

    There should be an extra field on the “Service Types” definitions for default duration in minutes. This could help with moving the appointment end time to the default duration after the start time. This default duration would be enforced on the self-booking feature of the Client Portal, but could be overridden if scheduled internally.

    Another feature that could help would be to optionally set a default padding time before/after appointments. Sometimes that time is useful to go review/add notes related to the appointment, and prepare for the next appointment, also gives the possibility to take bio-breaks between clients.

  2. Add Progress Notes from the Calendar

    233 votes

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    37 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Joseph Pereira supported this idea  · 

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