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More info shown on schedule




  • Official comment
    Liz L.

    Hi Shirley,

    At this time, there isn't a way to change the way appointments are displayed on the Calendar. Appointments will always have the client's full name or initials, depending on your privacy display. 

    There also isn't a way to display a dollar sign for unpaid appointments on the Calendar. Alternatively, one way you can quickly see the status of invoices is by going to Insights > Client Reports > Appointment Status Report. This report will show you all sessions that took place in a customizable date range and will include the status of their respective invoices (Paid, Unpaid, etc.). You also have the option to check a box that says "Include Documentation" so that you can also view the status of Progress Notes for each session. You can learn more about this report here: How to change an appointment status

    These are great suggestions though, and we love feedback. We encourage you to add it to our Ideas and Suggestions board.

    Let us know if you have more questions - we're here to help. 

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  • Regina B. Brown

    Is there a way to put a note or reminder on the calendar?  Some way to remind myself of various tasks without having to open up reminders or admin note per patient. 

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  • Liz L.

    Hi Regina,

    There isn't a way to add a note or reminder directly on the Calendar page. This is another idea that you could share with our team on our Ideas and Suggestions board though. 

    Feel free to also send us a Help Request if you have any other questions based on your unique workflow. 

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