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Search and Tagging Functionality for Form Templates

Description: As the list of forms grows, customers have requested the ability to search through the forms for easier access. Additionally, tagging forms would provide better organisation by allowing users to categorise forms based on their purpose (e.g., marketing, feedback, clinical, etc.). Current Behaviour: Currently, users must manually scroll through the list of forms without the ability to search or filter. There is no tagging system to help distinguish between different form types, which can lead to inefficiency as the list expands. Proposed Solution: We propose adding two key features to improve form management: Search Functionality: Allow users to search for forms by name or keywords, making finding the relevant form in a growing list quicker and easier. Tagging System: Introduce a tagging option for forms, enabling users to categorise them based on their purpose, such as "Marketing," "Feedback," "Clinical," etc. Tags would also be searchable to further streamline the process. Customer Benefit: This feature would greatly improve the usability and organisation of forms, making it easier for users to find, categorise, and manage different types of forms as their list grows.

simon.taylor Over 1 year ago

πŸ’‘ Feature Request

Completed

Ability to Create Individual Appointment Windows on Fixed Days and Times

Description: Customers have expressed a need for the ability to create individual appointment windows on specific fixed days and times without relying on appointment rules and exceptions. This would enable a more flexible and tailored approach to scheduling appointments. Current Behaviour: To achieve something similar, users must first set an overarching appointment rule and then manually create exceptions around it. This can be cumbersome, especially when users require a bespoke appointment window for a specific day and time. Proposed Solution: We propose adding functionality to create bespoke appointment windows directly. This would allow users to designate fixed days and times to schedule appointments without relying on setting broad rules and working around them. Customer Benefit: This change would significantly streamline the process for users who need a more flexible and precise scheduling option. It reduces the effort required to manage appointment availability, improving the user experience.

simon.taylor Over 1 year ago

2

πŸ’‘ Feature Request

In Progress

Display patient arrival status on appointment (arrived, attended, DNA)

Feature Request Add the ability to display and track patient arrival status directly on appointment entries, showing whether a patient has arrived, attended, or did not attend (DNA). Problem Statement Currently, there's no clear visibility of patient arrival and attendance status on appointments. This makes it difficult for clinicians to quickly identify which patients have shown up and which have not, impacting workflow management and follow-up procedures. Proposed Solution Implement a status indicator on appointments that displays the patient's arrival/attendance state, with options including: Arrived - Patient has arrived at the clinic Attended - Patient completed the appointment DNA (Did Not Attend) - Patient did not show up [Other statuses to be discussed] Implementation Details Add status field to appointment model Display status as visual indicator (badge, icon, or color-coding) on calendar view Provide ability to update status during/after appointment Store status information for reporting and analytics Benefits Quick visibility of patient attendance patterns Easier identification of no-shows for follow-up Better time management for clinicians Improved data for clinic analytics and performance tracking

Cloudia Rose Barr 3 months ago

πŸ’‘ Feature Request

Additional clinicians shown side by side on the week calendar view

Feature Request Enable the ability to display multiple clinicians' schedules side by side in the week calendar view. Problem Statement Currently, the week calendar view displays only a single clinician's schedule at a time. This limits visibility when managing multiple clinicians' appointments and schedules simultaneously. Proposed Solution Add functionality to display multiple clinician schedules side by side on the week calendar view, allowing better coordination and visibility of team scheduling. Benefits Improved schedule coordination between multiple clinicians Better visibility of team availability Easier identification of scheduling conflicts or gaps Enhanced management of multi-clinician workloads

Cloudia Rose Barr 3 months ago

πŸ’‘ Feature Request

Add Body Charts for Equine, Canine, and Foot in the Form Builder

Description: There is a growing interest in entering the equine and canine markets, where customers have requested the ability to use body charts specifically for equine and canine anatomy. Additionally, adding a detailed foot chart for podiatry-related cases could also be beneficial, though the podiatry market appears more competitive with existing players. Current Behaviour: The current form builder does not include specific body charts for equine, canine, or foot anatomy, limiting the potential to cater to practitioners in these fields. Proposed Solution: We propose the addition of specialised body charts for the following: Equine Body Chart: A detailed horse anatomy chart for veterinary, physiotherapy, and related practices. Canine Body Chart: A canine body chart for practitioners working with dogs in veterinary and rehabilitation settings. Foot Chart (Podiatry): A detailed foot chart focused on foot-related treatments could be used by podiatrists and other practitioners, although there may be less immediate focus due to existing competition in the podiatry sector. This feature would allow practitioners to use the form builder for animal patients and potentially open up new markets in veterinary and rehabilitation. Customer Benefit: Adding these charts would enable practitioners in the animal care field to document and communicate issues more effectively. It provides a unique opportunity to enter the under-served equine and canine markets, where demand for such specialised tools grows. For users focusing on human podiatry, a dedicated foot chart could also improve the precision and clarity of treatment notes.

simon.taylor Over 1 year ago

1

πŸ’‘ Feature Request

Completed

Group / Class Bookings

Description: Customers have expressed interest in the ability to facilitate group or class bookings, allowing multiple people to book into a single session (e.g., a Pilates class). This would cater to fitness classes, workshops, or other group events where several participants can book into the same time slot. Current Behaviour: Currently, the system supports individual bookings only, with no dedicated functionality for managing group or class sessions with multiple participants. Proposed Solution: We propose the introduction of a Group / Class Booking feature with the following capabilities: Online Class Booking: Customers can book into group sessions through the online booking system. Class Quota: Ability to set a maximum number of participants per class to manage capacity. Defined Class Schedule: Users can create and manage a regular class schedule for recurring group sessions. Future Enhancement - Class Pass System: A potential future enhancement could include the ability to offer a "Class Pass" system, allowing customers to purchase packages for multiple classes at a discounted rate. Customer Benefit: This feature would significantly expand the system's booking capabilities, particularly for businesses that offer group sessions such as fitness classes or workshops. It would streamline the process for customers and practitioners, ensuring that class sizes are managed effectively while providing a seamless booking experience for multiple participants.

simon.taylor Over 1 year ago

πŸ’‘ Feature Request

Support searching clients by email address and Client ID

Description Proposal to implement the ability to search for clients using their email address and their unique Client ID in the Rehab Guru web app. This would allow practitioners to quickly locate a specific patient when they know an exact identifier, rather than relying only on name-based search.​ Problem to solve Practitioners often have a client’s email address or system-generated Client ID When many clients share similar names, name-only search makes it slow and error-prone to find the correct record.​ Being able to search by a precise identifier reduces the risk of opening or editing the wrong client.​ Requested behavior Typing a full or partial email address in the client search field should return all matching client records.​ Typing a valid Client ID should return that specific client’s record.​ This should work consistently from the main Clients list . Impact and value Faster, more accurate client lookup, especially in large clinics or organisations with many similar client names.​ Better alignment with how practitioners work across multiple systems, where email and Client ID are standard identifiers.​ Additional context This request originates from customer feedback where a user expected to be able to search by email address and Client ID when looking up patients.

Cloudia Rose Barr 15 days ago

πŸ’‘ Feature Request

Allowing a reception/managerial account for a team

Summary Add a reception role when adding team members. Reception users do not consume a paid seat, have no access to Creator or treatment notes, but can view Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status), and perform billing/invoicing. Description When adding a team member, we need to support selecting a role (e.g. practitioner vs reception; future: sports therapist, etc.). Roles determine permissions and whether the user consumes a paid seat. Reception role (current scope): No paid seat β€” does not count toward subscription seats. Can view: Dashboard, Diary, Clients section. Cannot view: Treatment notes; Creator; cannot send programs. Can do: View Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status); raise invoices and perform billing. So β€˜receptionist’ is a RehabGuru user with limited, reception-specific permissions and no seat cost.

Cloudia Rose Barr 17 days ago

πŸ’‘ Feature Request

Allow Optional Phone Number in Booking Portal

Some users do not wish to collect patient phone numbers as part of their online booking workflow, due to internal policies or data protection requirements. Currently, the Booking Portal requires a phone number to complete a booking, which prevents these organisations from using Rehab Guru in a compliant way. ​ They would like the option to control whether the phone number field is required, optional, or hidden in the Booking Portal. Proposed solution Add a setting at appointment type or organisation level to control the phone number field behaviour in the Booking Portal (Required / Optional / Hidden). If set to Optional or Hidden, patients should still be able to complete bookings using just name and email (plus any other configured required fields).

Tom Colbert About 1 month ago

πŸ’‘ Feature Request

Appointment Rescheduling Feature

Clients have requested the ability to reschedule appointments directly rather than canceling and rebooking. Currently, the workflow requires clients to cancel their appointment via the cancellation link and then manually rebook through the booking portal. Problem: Many clients prefer to reschedule their appointments rather than going through the cancel-and-rebook process. This creates friction in the user experience and may result in missed bookings. Proposed Solution: Implement a dedicated rescheduling feature that allows clients to: - Reschedule their appointment to a different date/time directly from the appointment confirmation email - Select from available time slots - Confirm the new appointment in a single action - Receive confirmation of the new appointment Benefits: - Improved client experience - Reduced friction in the scheduling process - Better retention of appointments - Decreased support inquiries about rescheduling process Use Case: Clients with upcoming appointments who need to change the date/time for any reason (scheduling conflicts, illness recovery changes, etc.)

cloudia.barr About 2 months ago

πŸ’‘ Feature Request