Appointments

Soap Note Column for List View Export as Yes or No
For a quick glance here is a video - Soap Note Column for List View Export as Yes or No From the List View page, when you export the data to excel. ...
Thu, Dec 15, 2022 at 4:44 PM
Sending To Secondary Email in client profile
For a quick glance here is a video - Sending To Secondary Email in the client profile  Now the secondary email will also receive emails sent to all clie...
Tue, Jan 3, 2023 at 2:07 PM
List View column Weekday added
For a quick glance here is a video - List View column Weekday added Note: Only limited users have access to the list view page. When you view the ap...
Tue, Jan 3, 2023 at 2:08 PM
Supervision Inactive Providers Check Box
For a quick glance here is a video - Supervision Inactive Providers Check Box A new option has been added to the Supervision page. After selecting...
Thu, Jan 26, 2023 at 7:24 AM
Duration Column in List View Logic Change
For a quick glance here is a video - Duration Column in List View Logic Change There has been an update in the duration column. Earlier it would display...
Thu, Jan 26, 2023 at 7:25 AM
Creating non-billable appointment for a client
For a quick glance here is a video - Creating non-billable appointment for a client You might not be familiar with this feature as it a minor one but is...
Thu, Feb 2, 2023 at 3:45 PM
SMS Messages for Recurrence Series
For a quick glance here is a video - SMS Messages for Recurrence Series Now when you will create the recurring sessions you will get a notification mes...
Mon, Feb 6, 2023 at 4:24 PM
Appointment Status Filter for Supervision and My Supervision Tracking
For a quick glance here is a video - Appointment Status Filter for Supervision and My Supervision Tracking  To view supervision, before you had to selec...
Tue, Mar 28, 2023 at 8:21 AM
Utilization By Client Combined Auth Grid
For a quick glance here is a video - Utilization By Client Combined Auth Grid Now when you will view the Appointment details page, under the Auth Utiliz...
Tue, Mar 28, 2023 at 8:21 AM
Bypass 'Do Not Allow to Render Session without Soap Note'
For a quick glance here is a video - Bypass 'Do Not Allow to Render Session without Soap Note' When the "Soap Note Mandatory" option i...
Mon, Mar 27, 2023 at 6:42 PM