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  1. Allow multiple supervisors to overlap a direct appointment

    Oftentimes we have multiple supervisors scheduled to see one client, at different times; i.e., a direct session is scheduled from 8:00-12:00pm, and 1 supervisor is scheduled to overlap 8:00-10:00am, and another from 10:00-12:00pm. Currently it only allows 1 supervisor to overlap the direct appointment.

    2 votes

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  2. Allow appointment times to be changed even if they have a supervision attached

    Right now, if we need to change the appointment time for a direct session (due to late arrivals, early pickups, last-minute mid-day switches, etc.), we cannot do it if a clinician has a supervision appointment overlapping. The clinician has to delete the appointment, allow the scheduling team to change the appointment, and then recreate it. This is especially difficult if we are adjusting past appointments and the clinician has already written their SOAP notes for the session. It would be great if these didn't have to be automatically attached or if they could at least be edited while they're attached.

    9 votes

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  3. Schedule APIs

    It would be great to manage the scheduling through APIs. That way I could develop different to synch with other payroll companies, creating the appointments automatically based on my own calendar, etc.

    1 vote

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  4. crystal@horizonsacademy.org

    Can you add a check box to toggle on and off show canceled shifts on calendar, (like you have show non-client events and show travel appointments). Showing canceled shifts gets confusing when you are trying to reschedule staff if there are client cancelations.

    1 vote

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  5. Editing Direct Apts Linked to Supervision Apts

    ability to edit an apt when its linked to supervision apt instead of having to delete out the supervision apt and ed

    8 votes

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  6. Link one supervision appt to multiple direct appts

    For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

    2 votes

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  7. Make Staff & Client Filters Independent

    We need the staff filter and client filter to work independently. For example. Select Staff A, and Client B and see both of those schedules at the same time IN WEEKLY CALENDAR VIEW

    10 votes

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  8. Overtime

    It would be great if calendar view was able to show hours scheduled in a day/week when looking at weekly view, this would help identify Overtime.

    3 votes

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  9. Client Flags-Details Tab

    Client flags on the details tab, under "client details" at top left does not show the entire message associated with the flag. It seems that the message is cut off and all information associated with any flag is very important to everyone so hoping that you could either make it show all the details associated or at least give the ability to hover over the flag to see entire message so that it is not necessary to look elsewhere just to see the entire message. The tags are supposed to be helpful to very important reminders but we feel like…

    1 vote

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  10. Client Notes

    Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

    1 vote

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  11. Add staff on the fly when creating an appt

    ability to add staff "on the fly" during scheduling (as entering)

    3 votes

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  12. View staff availability for a week

    Be able to show staff availability on calendar view so you can see their weekly availability instead of just daily availability

    9 votes

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    Our new Advanced Availability feature has included a new Availability view on the calendar. This new view does not yet allow availability to be visible for a week, but will be considered as a future enhancement. 

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