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Mae Babcock

← Customer Feedback for TheraNest

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2 results found

  1. Automatically assign appointments to staff assigned to client

    19 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Mae Babcock commented  · 

    I would like to see this feature based on client settings. For example, if I have assigned a staff member and set a default service type for Client A, then every time I create an appointment for Client A, that information should automatically populate.

    Mae Babcock supported this idea  · 

  2. Add ability to duplicate existing appointment and appointment details

    27 votes

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    9 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Mae Babcock commented  · 

    I would like a way to ad multiple appointments for a client at once, even when they are not at the same day/time. Currently, I can schedule recurring appointments, but for appointments that change, it's more difficult.

    Currently the workflow is:
    1. Go to clients
    2. Select client
    3. Hit the [Schedule Appointment] button
    4. Enter the appointment data (Service type, Staff member, Date/time)
    5. Save appointment
    6. Go back into the client
    7. Repeat from step 3.

    I feel it would be useful to have the ability to add multiple dates & times as long as it is the same Service type and Staff member. Maybe have a plus sign to the right of the dates and times that adds another line?

    This would make workflow much easier for our practice.

    Mae Babcock supported this idea  · 

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