Printing and Emailing Client Schedules
Please make the emailing client future scheduled appointments easier, more complete, and more streamlined.
We really need to be able to email ALL of the clients appointments in a simple, professional, and organized way quickly and easily.
The fact that the system doesn't allow for emailing more than 2 months of client appointments is really a problem, and the only option is "calendar" form as two separate attachments.
The "messaging" feature is great for some things, but the email appointments is not one of them. There are way too many steps involved and it only allows the email to have attachments of the schedule (does not put it in the body of the email), and the only options that are currently available through A2C are adding Current Month, and Adding Next Month.
This means that the client cannot see their appointment list in the body of the email (which most of our clients are opening on their phone), instead they have to download and open the attachment, and it is broken up into 2 PDF files, and then if their appointments go beyond 2 months (Which many of our clients do since we try to schedule for 8-10 weeks out if possible, and most of our wellness/massage services book for a full year at a time).
If we have a patient with appointments past the 2nd month we need to save their appointments as a separate PDF file outside of A2C and then go through the messaging process and attach it to the message at the end.
Also, we really should be able to email appointments from the schedule or case without having to go so deep into the process. E.g. Right click "Email Appointments". Please make this change! It should take 2 seconds to email patients a complete and accessible list of their appointments. The longer it takes the more likely it is going to be put to the side to do later, which increases the likelihood of forgetting, delays the patient receiving it, and slows the front desk down in general.