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Appointment questions Posted: 21 Sep 2011 10:57 AM |
Let me begin by saying we really like how much the scheduler has improved since we started using it 5 years ago. Ekyros makes pregnancy center work easier!
We've noticed on the "announcement" page that comes up right after logging in, that the appointments listed there are not in chronological order, and that they also include appointments that have been cancelled or rescheduled. Certainly this is more clear once the scheduler is opened, but that initial view is misleading and sometimes confusing.
We also like that we can now put in a non-client appointment without creating a fake file. However, we'd like to see some way to show that these appointments have been completed, (since checking in has to be connected with a client file). When we look at stats or look back at the scheduler month, it shows a number of appointments that were "not checked in" and this affects stats.
Thanks for giving this some consideration! Have a wonderful day. |
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Amyc
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Joined: 11 Apr 2011 |
Total Posts: 252 |
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Re: Appointment questions Posted: 21 Sep 2011 11:37 AM |
Hi karenboots,
Its so good to hear that eKYROS is making things easier for you guys; that's definitely our goal.
It does appear that the clients in "My Appointments" on the Homepage populate in the order in which they were scheduled. I can see how that could be somewhat confusing, and I can certainly add that to our list of things that you want to see changed. Great feedback!
Regarding the non-client appointments, some centers still choose to create one pseudo-file for checking in non-client appointments and keeping track of that. Otherwise, as far as being able to show them completed, do you have some ideas about how we could change that which would be more beneficial for you all? We love getting the details of your ideas, and look forward to hearing about them.
Thanks, karenboots. You are appreciated!
Amy |
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Re: Appointment questions Posted: 29 Sep 2011 11:31 AM |
Maybe there could just be an option "completed" in the "status" menu, that wouldn't have to be connected with a client file. Perhaps it is just the listmaker in me that needs this, but I like to be able to show that we didn't what was scheduled, whether it is a meeting or whatever. It would clean up the stats too, rather than showing so many things "not checked in."
I don't know if that idea is workable, but that's what we were thinking. Thanks!
Karen |
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Amyc
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Joined: 11 Apr 2011 |
Total Posts: 252 |
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Re: Appointment questions Posted: 03 Oct 2011 08:54 AM |
Karen,
Thanks for taking the time to outline that for us. Sorry it took a few days to get back with you! I see what you mean about not having so many "not checked in" in your stats due to non-client appointments. Maybe we could add another couple of options regarding whether a non-client appointment was checked in or not. I will certainly add this to the feature request list of things you would like to see updated in the software. Thanks again for your suggestions! We greatly appreciate feedback! :)
Best,
Amy |
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