ClinicSource Ideas
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Cancel all appopintment button

I think there should be a cancel all appointment button on a specific day. This would allow for you to click that button and clinicsource would cancel all appointments for that given day. It would save alot of time for the days that the office is ...
courtney mutchler almost 2 years ago in Schedule 0 Future consideration

Attendance Statuses

We have custom attendance statuses for our clinic to be able to determine appointments cancelled by a patient (and whether they gave notice in advance or last minute) vs. an appointment cancelled by us due to a sick provider, holiday closure, etc....
Alyssa Carr almost 2 years ago in Schedule 4 Future consideration

Ability to invite other clinicians to appointment

We need the ability to add multiple clinicians to one appointment - like a staff meeting or supervision. Having to add one meeting on 12+ clinicians calendar is really inconvenient and time consuming.
Guest almost 2 years ago in Schedule 0 Future consideration

Stop Appointment from being scheduled

Have a feature that would prevent visits from being scheduled or visit notes from being generated if authorizations required or billing issue are is identified.
Guest almost 2 years ago in Schedule 3

Rescheduling option for patient who isn't cancelling

I would like to have a track showing the original appointment being rescheduled
Guest almost 2 years ago in Schedule 1

Add monthly appointment option (once every 4 weeks)

We would like an option to create recurring appointments for once every 4 weeks, for clients that need check-ins only once in a while.
Vikki Shchepetyeva almost 2 years ago in Schedule 0 Future consideration

Remaining visits/auths visible by scrolling over pt appt on schedule

We usually need to go into a visit/previous visit, or go into the Patients tab and scroll to the insurance information and open it to see when the auth ends or how many visits are remaining. Would be nice to have this just show up when you hover o...
Sarah Gingrich almost 2 years ago in Schedule 1

Selecting two schedules to compare

Select two or more clinicians to directly overlay their schedules without selecting the entire discipline.
Guest almost 2 years ago in Schedule 3

Strike-throughs for custom attendance statuses

We would like strike-throughs for our new statuses Cancelled by Patient, Cancelled by Therapists and Re-scheduled.
Julio Flamini almost 2 years ago in Schedule 1

Transfer an entire schedule to another therapist

Therapists often move and new therapists come to take over the schedule. It would be helpful to transfer the schedule instead of adding the clients one by one.
Ayesha Neal almost 2 years ago in Schedule 0