ClinicSource Ideas
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Scheduler-allow clinics to customize clinic time in scheduler

Allow clients to customize their clinic time in Scheduler including operation hours
Todd Zarzana almost 5 years ago in Schedule 3

Schedule -Ability to modify default appointment color after a visit is created. Currently, all appointments will turn green once a visit is created

Option to turn off/override appointment turning green after visit was created in scheduling
Julio Flamini almost 5 years ago in Schedule 0

Salt Notes-Add option to populate notes from last visit

Currently when a user want so populate salt notes from last visit, they have to do 1 at a time, subjective, objectice etc. There should be an option to populate with one click of a button
Todd Zarzana almost 5 years ago in Documentation 0

remove pre-populated date

Remove the prepopulated date/time that pops up when entering visit note details so that date/times of visit do not accidentally get entered under wrong date/time.
Guest almost 2 years ago in Documentation 0

Ability to delete files from 14 years ago by a select all button

Deleting files manually is very time consuming. Having the ability to delete old patient files by a select all button will free up time from staff and free up storage.
Kelly Twardosz almost 2 years ago in Documentation 0

Allow to Search by Full Name

At this time, when searching patients, you can only search by first or last name (or a partial of either), and if you start typing "FirstName LastName", the results will disappear. Especially for bigger families, it would save time on finding the ...
Vikki Shchepetyeva almost 2 years ago in Patients 1 Feature Already Exists

It would be nice to be able to edit the "service location line" without having to delete the whole line.

I think it would be nice to be able to update the service location line. Typos happen and it's so annoying to have to refill it than just edit part of the address.
Madeleine Hugershoff almost 2 years ago in Patients 0

Submit visit note from Schedule instead of Visits when client sees more than one therapist within the same establishment

Currently, I am unable to submit visit notes for my care plan from the Schedule with a client that also sees another therapist within my company. It would be nice to have the option to choose which care plan is being entered instead of the other t...
Caroline Myers almost 2 years ago in Documentation 1

alert when daily code limit is met

Some insurance companies allow only 8 hours of service per day. Alert would be nice for when units for that day have gone over the limit.
Guest about 1 year ago in Billing 0

Schedule-Resource does not display on schedule

Currently if an appointment is scheduled and a resource is selected, the resource is not displayed when hovering over the appointment record. The appointment on the calendar page should label a resource on the appt either by an R or the actual res...
Todd Zarzana almost 5 years ago in Schedule 0