We have noticed that since the update this weekend we need to refresh our screen to see any changes. After making an appointment or changing an appointment (cancel, check in arrival). Do we know if this is going to get corrected?
I'm not sure if I'm missing a setting or something but is there a way for Procentive to alert us when a client's recurring appointments are ending? Our clinicians' schedules are pretty packed and if we don't notice that someone is running out of appointments in time, then they might miss several weeks until a slot opens up again.
Is it possible to have the appointment reminders sent to multiple recipients? A client wants their reminder messages to also be sent to their parent/ride so everyone is on the same page but I'm not sure if the system allows it.
For our clinic's group sessions we have a mixture of clients who pay for services through insurance, and also those who choose to go the private pay route. From what we can tell within the Appointments module, there isn't a quick "at a glance" way to determine which clients are private pay, and which ones have insurance coverage. Does anyone know of a setting or something you have done to quickly show which clients are private pay while remaining in the Appointments module? The primary reason wanting to see this info is when private pay clients check in, they are responsible for making a payment at the time of the appointment.
Customer support service by UserEcho