Cloudia Barr

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Commented on Appointment amendHi Rhianon, Following on from Simon’s update, this is now live. You can change an appointment’s type or practitioner without cancelling it, and you can still reschedule the time separately if you need to. Open the appointment in your Diary, click Actions and choose Edit appointme…Commented on Changing appointment type/ practitionerHi Adara, Good news: you can now change an appointment’s type or practitioner without cancelling it, so a 60-minute booking can become a 45-minute one, or a booking made under the wrong insurance type can be switched over. Open the appointment in your Diary, click Actions and cho…Commented on Feature Request for Program Structure FlexibilityHi Compass Performance, Good news: this is now live for everyone. Advanced Programming is a second builder inside the Creator, and it lets you group exercises in a session as supersets, labelled A1 and A2 automatically, or as circuits, alongside your straight sets. There are also…Commented on Remove the chat buttonHi Fiona, Good news: the chat bubble has now been removed from the web app, so it won’t sit over the Creator while you build programmes any more. If you still see it, refresh the page once. Support is still at the bottom of the left-hand menu, as in the screenshot in my earlier r…Commented on Remove the chat buttonHi Fiona, Thanks for flagging this. The chat bubble sitting over the Creator is something we’ve already picked up, and we’re in the process of removing it from the web app, so it won’t get in your way while you build programmes. If you ever do need to get hold of us once it’s gon…Created Larger exercise search in the Advanced editor Created Let patients see the week-by-week overview of an advanced programme Commented on Appointment remindersHi Scout, Thanks for this, and it makes a lot of sense, especially when you’re running the diary on your own. An extra day’s notice gives you a real chance to fill the slot. At the moment both the email and WhatsApp reminders go out at a fixed 24 hours before the appointment. I’l…Commented on Please could you add two commonly requested insurance outcome measures: PSFS and GROC?Hi Cliona, Thanks for posting this. Good news on the first one: the PSFS is already in our sample forms library, ready for you to clone and use. Step 1: Go to Account > Content Management > Forms. Step 2: Open the Sample Forms tab, search for PSFS and click Clone. It will then ap…Commented on Re Occurring AppointmentsHi Richard, Good news - you can already do this, using a Class Block appointment type. Despite the name, a Class Block isn’t only for group classes. Set it to one participant and hide it from public booking and it becomes a recurring series of one-to-one appointments, all booked…Commented on Extract patient detailsHi Rhianon, Thanks for raising this. Good news - you can already do it, using Smart Fields in Forms. Smart Fields are form questions mapped directly to fields on the client record - name, date of birth, email, phone, address and so on. When the patient completes your consent form…Commented on Recurring classesHi Rhianon, Good news - this one already exists. It is called Class Block Bookings, and it was built for exactly this: a recurring series of group sessions, like a six-week Pilates course, that clients book and pay for in one go rather than session by session. First, make sure th…Commented on Feature Request: Single Treatment Room Booking Conflict PreventionUpdate for everyone who voted on this. Bookable resources are now live. You can now define a treatment room, or anything else your practice has a limited number of, under Account, then Appointments, then the Resources tab. Give it a quantity, then require it on the appointment ty…Commented on Conflict Avoidance FeatureHi Tracy, Good timing on this one. We have just released bookable resources, which is built for exactly the situation you describe: one treatment room shared between several practitioners. Add the room once under Account, then Appointments, then the Resources tab, and set its qua…Commented on Appointment ReschedulingHi Dan, Coming back to this as promised. The setting you asked for is now live. Under Account, then Appointments, then Settings, there is a new Late change restrictions section with two separate controls: No cancellation within, and No rescheduling within. Each takes its own wind…Commented on Show cancelled appointmentsHi Carol, thanks for this. There are two places cancelled appointments already show up, which may cover part of what you are after. In a client’s profile, under Appointments, you can filter to see past and cancelled appointments alongside upcoming ones. And under Analytics, Appoi…Commented on Saved paramtersThanks for flagging this. At the moment there isn’t a way to save your usual sets, reps and load as a preset you can click on in the new Creator, the closest is copying values across exercise rows, or saving a whole programme as a template for reuse. I’ve logged this as a feature…Commented on Reallocate Clients without cancelling the appointmentGood news, this is landing very soon, we’re rolling it out this evening. You’ll be able to change a client’s appointment type or move them to a different practitioner directly from the appointment, without needing to cancel and rebook. Thanks for the feedback, it’s really helped…Commented on Insurance authorisations: Tracking appointmentsHi Tracy, thanks for the suggestion. This isn’t something we have built in at the moment, so you’re right that keeping track of authorised sessions against an insurer’s limit has to be done manually for now. It would help us scope it out if you could share a bit more about how yo…Commented on Automatically attach a printer friendly/PDF version of the program to my emailHi Joseph, Thank you for the feedback. Clients can download their programmes as print ready PDFs, from the client portal when they open their programmes from the link in the email: Are you finding that your clients are unable to download their PDFs from there?Created Cross-clinic travel-time buffer / booking dependency between clinics Commented on Ability to turn off ability to choose individual practitionerHi Matthew, Thanks for the suggestion - it would help us to understand how you would envision this to work in practice? Would the selection of which practitioner the booking is assigned to, be dependant on a randomised process, or with priority for certain practitioners, or based…Commented on Recurring exceptions/eventsHi Rory, This all depends on how predictable your schedule looks. If you work at another location every week for the foreseeable future, you could set up your Appointment Rules in Rehab Guru as a half day for the main location on that particular day. As an example, say you work 8…Commented on Prescription notes boxHi Ruth, Thanks for the suggestion - I understand from your request that you’d like to be able to style the Prescription Notes differently from the rest of the email text, is that correct? Just a note, Prescription Notes are also carried over into the Client’s programme in the Cl…Commented on Shortcut to changing payment status of appointmentThanks for the feedback - this will be solved with our pending Billing release coming soon. The handling of the Invoices will automatically update payment status, without the necessity of having to manually do this yourself. Stay tuned for the new Billing system release - we’d ap…Commented on Shortcut to changing payment status of appointmentHi Anthony, Thank you for this suggestion - would you envision this to be more of a keyboard shortcut, or a button within the Diary interface/something else?Commented on RGai Transcriptions - Client SelectionHi Matt, Thank you for this feedback - as I understood, this pertained specifically to the workflow where you accessed the Client profile from the Diary booking. This has now been fixed with the latest release - please let us know if any further issues with this? ☺️Created Block booking with flexible per-class or full-block pricing options Commented on Appointment ReschedulingHi Dan, Thanks for flagging this - you're absolutely right that lead time and reschedule restrictions are two separate things, and we don't currently have a way to address the latter. Last-minute gaps from client-initiated rescheduling are a real pain point, and this request make…Commented on Re-name/ make our own email templatesHi Kamara, You can fully customise your email templates (though they aren’t “renamed” as separate templates in the same way as exercises). Here’s how to make them your own: Go to Account > Account & Organisation > Customise Pick the email type (e.g. exercise programme, appointmen…