"Last Session" & "Next Session" as Column Options in Client List
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Tyson Edwards
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Hello, these options have been added to the displayable columns on the Clients list. Can you please try them out? Also, just to note, it doesn't sound like these will be exportable to the CSV or sortable due to technical limitations. Let me know if this is an issue.
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Steve Geller
Tyson Edwards: Thanks, this is helpful. But its pretty limited. For me, being able to sort the data in IQ and create reports from the exported file is where the real value add would be. But hey, baby steps.
Tyson Edwards
Steve Geller: Thanks for the feedback. Can continue to look into.
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Brittany Rasky
Tyson Edwards: THANK YOU <3 SO HELPFUL
Tyson Edwards
Steve Geller You may can get this info already in the Per Client Summary on the Appointments List. Can you check please?
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Steve Geller
Tyson Edwards: I don't see next session in a column on the export, even though the box was checked to show future appointments.
Tyson Edwards
Steve Geller: Hmm so looks like if the box was checked, it will include those future sessions in the total count. It doesn't look like it calls out the next scheduled session. The Last Appt Date is their very last appt date in the future? Is that what it looks like on your end?
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Steve Geller
Tyson Edwards: Yes I see that now.
Tyson Edwards
Steve Geller: Maybe we could add a new column for next scheduled session from that point in time. Would that be helpful?
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Steve Geller
Tyson Edwards: Yes, that would be easier to track.
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Sarah Lockhart-Palladino
Yes please! It would be super helpful to quickly identify clients who have no upcoming appointment.
Tyson Edwards
Tyson Edwards
I guess if there was no Next Session, you'd want to be able to book one?
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Steve Geller
Tyson Edwards: Well, it would prompt us to look into why there is no next session booked. Perhaps one needs to be booked, or perhaps the client needs to be discharged.
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Brittany Rasky
Steve Geller: Tyson Edwards exactly
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Brett H
Tyson Edwards: To make the “Next Session” visually different from a date/time, instead of the text ‘None’, can you change this functionality to a few dashes (i.e., - - - ) or, even better, a link to book?
Tyson Edwards
Brett H: Maybe can add a Book Appt option in the menu here:
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Brett H
Tyson Edwards: I was even thinking, replace the text word “None” with a hyperlink “Book” (which would open up the attached window). This way, the blue hyperlink would visually appear distinct from black text; so as not to be confused as the patient/client having a ‘next session’ scheduled..
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Brittany Rasky
poke
this continues to be an important wish for me!S
Steve Geller
I really would like to see the Last Session information when I export a client list to CSV.
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Brittany Rasky
poke
I really think this would be SUCH a helpful feature! And should be easy enough to add!