Feature Requests

An app!!!!

Can you please block time by hours not just a general line that is the same color as other "banners" for the day. For instance MLK day I want to block completely and it to show it is blocked at a quick glance. if I'm not paying attention and see the blocked note among other notes (my personal calendar is synced so it shows recurring activities all the same color) I may still schedule a patient. If a time is blocked it should stop you from doing so and you can override if you want. I have messed up booking from the patients chart too many times. There has to be a way to fix this. PLEASE PLEASE PLEASE

It would be helpful if there were some sort of wait list that enabled posting a client's name and requested date/details. At this time I keep it on paper and it would be so helpful to have as part of the whole PQ system. Thanks.

Please note on the day if it is MLK day or Christmas, Easter, Memorial/Labor Day, Thanksgiving - it would be great if we could choose the days we want to see (Columbus day is usually a school holiday - but I understand that isn't important to everyone etc). I am so tired of actually scheduling patients on a holiday and having to call them back to reschedule. This seems alike an easy quick fix.

The current "Delete" button for time blocks is confusing for our staff. We use both recurring blocks and single-instance blocks, but the same delete button handles both, sometimes deleting just one instance and other times deleting the entire series. Even with repeated training, staff continue to accidentally delete whole series when meaning to do an instance. Could we update the behavior so that: The main delete button always deletes only the single instance, regardless of whether it’s part of a recurring series. The caret menu contains a separate option labeled “Delete Series.” This would make the actions consistent, reduce mistakes, and make the interface more intuitive for everyone.

currently you can only trigger a process for cancelled sessions, not rescheduled ones. There is also no notification for rescheduled sessions.

When you manually schedule an appointment (i.e. when the "show open slots" option is NOT being used), the system should warn you if you are accidentally going to create an overlap in the schedule. When the system warns you, you should be able to proceed and click "schedule anyway" or simply click "cancel." This would be a HUGE improvement because, many times, we don't use the "show open slots" button and simply look at the schedule manually as this allows more flexibility.

We have scheduled phone calls with patients that a phone call appointment type would be helpful for. Patients are getting confused with the appointment being linked to a physical location!

Give a second option for creating a group appointment instead of the current "Add additional client" being the only option. When I want to create a group, I need to be able to create an invoice and claim for each client who attends the appointment, and mark the attendance for each client individually. If I have an appointment with 10 clients and only 8 attended, I need to be able to mark which 8 clients attended and which 2 clients did not attend. Then I need to be able to create an invoice and a claim for the 8 clients that were marked as attended. Filling out a progress note for the clients scheduled: I need to be able to fill out a note, then when I save the note it creates the note for all clients and DOES NOT lock the note. When it automatically locks the note, I can no longer use the filter for unlocked notes to see what notes still need to be completed. Then I should be able to edit the note and customize it for each individual, then lock it one at a time to indicate that it is complete. So the note would have all the things I entered on the default note from the calendar, and I can enter in client specific information like how the client responded to the group topics. Right now group appointments are just not possible within IntakeQ. Making this scheduling/booking enhancement possible would create a whole new market for this beautiful system.

Is there any plan for IntakeQ to offer syncing to iCal rather than Google and MSN platforms? Thanks!