Feature Requests

At this time, the ‘time to book again’ email is triggered by the last scheduled visit. This includes completed, missed, or cancelled visits. This is not ideal when a visit is missed or cancelled, as it pushes the timeline out. A current workaround is to delete the appointment, but this is not ideal either, as I would like to maintain a historical record. Could the trigger instead be based only on the last completed visit?

A way to send a bulk email. Not all patients connect to the portal. A way to send bulk emails about important things happening with the practice.

I want to have automated emails so when I press client cancels, it sends one email and when I press practitioner cancels, I can send another email that is different.

It would be great to have an option to add a secondary email address for a client to send forms to.

Can we remove disabled clinicians showing up as options?

I would love for patients to receive an automated email when their prescriptions have been sent to the pharmacy. This would save our staff a lot of time fielding calls and texts from patients who say their pharmacy didn't receive the prescriptions. Usually the prescriptions were sent in, but there's an issue with insurance or the medication is out of stock.

When sending a message whether it is an incomplete form for a potential client or any communication to a client from Practice Q, have the "FROM" header read the practice name not IntakeQ so people don't think it is junk mail.

If my patient has a case manager or a support family member, I need to be able to capture both email addresses and have the option to send intake forms, telehealth appointment links, etc. to both email addresses, not just one.

It is easy to lose track of the confirmation, reminder, scheduled, etc emails and texts that go with each service. It would be great if there were a tab on the Edit Services pop up that showed which messages were attached to each service.

It would be helpful to focus a specific email message to a label. For example, an email message is automatically sent for all patients labeled as "minor".