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59 results found

  1. Consultation Forms - Remove Staff Pin Requirement For Client Signature

    Please can you remove the need for the therapist to input their pin on phorest go once the client has filled out a consultation? The need to re enter the pin for the clients to sign the form is very time consuming and fine when therapist is giving a full consultation for facials etc but when its for patch tests, nails etc and the receptionist is dealing with the forms it makes it really time consuming and confusing when she's dealing with 3/4 tablets at a time. The client should be able to sign the form whilst sitting in reception…

    4 votes

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  2. Consultation Notes on Phorest Go

    The consultation notes option doesn't seem to be on the mobile app. For our nurses/therapists to update client records it really needs to be on there.

    3 votes

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  3. Consultation Forms - Not sent prepopulated

    As forms are sent auto-populated (based on what the client entered previously), clients are just signing and returning, not reading and checking the information. There may have been changes (health, reactions etc) since they previously completed the form which we are not being informed of.

    3 votes

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  4. Auto save on Consultation Forms while its being edited

    Auto save edits on consultation forms. I spent at least 30 mins amendig a consultation laser vein form & Phorest system logged me out & it didnt save. I was raging!

    3 votes

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  5. Ability to approve the consulation form on the desktop

    It would be nice to be able to issue / close down consulation forms on the desktop and not just on PhorestGo.

    It is a lot of entering my PIN during these covid times!

    3 votes

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  6. Consultation Forms - Make Searching Pre-Made Forms Easier

    The premade forms appear in a random order. Having them sorted alphabetically and / or a search bar would make the process of finding the right form much easier.

    3 votes

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  7. 3 votes

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  8. Add 'follow us on social media' buttons to consultation forms

    on consultation form choice to follow us on our social media channels ?

    2 votes

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  9. Allow the ability to send a form to a client at any time without an appointment

    I need to be able to send a form to a client at anytime, not just when they book an appointment, for things such as when requesting contact information updates and marketing permissions updates.

    2 votes

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  10. Categories for submitted Consultation Forms for easier finding

    If I want to search for a submitted consent form, to check up on previous report charts and treatment parameters used, I need a quick way of doing this. In order to do this quickly, I need all my variety of consent forms to be categorised. i.e. Currently I use 'Go Canvas' for my consent forms and when i want to look up a previous clients consent form for details of laser hair removal parameters used, i would go into the category first, then I'd insert her phone number within that category & run a search on it. Some of…

    2 votes

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  11. Consultation Forms - Notify if a clients answers NO to certain questions

    Notify the salon/staff member if a clients answers NO to certain questions on the consultation forms so they are aware of this before the appointment begins.

    2 votes

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  12. Consultation Forms - Customizable Email & SMS When Sending

    As a salon owner I want to be able to customize both the email and sms that my clients receive so I can make the information relevant to my salon and their appointment.

    2 votes

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  13. medical conditions

    The current medical conditions listed are not inclusive. I was told the there could not be more added to the current template. My Suggestion would be to have a template for conditions for each individual body system (Neurological, Heart, Lung, GI system, Skin... ) Each template can be added based on clinicians need for medical history to a particular body system. We are a more medical based entity and would find these useful.

    1 vote

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  14. consultation forms calendar view

    Have a calendar "choose date" option vs scrolling day by day to find client's booking to send appropriate contracts and forms

    1 vote

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  15. Make signature field optional on consultation forms

    make signature field optional on consultation forms

    1 vote

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  16. Add a trail to the consultation forms section

    adding a trail to see when consultation forms have been accessed or viewed by staff, time and date of when it was signed / altered.

    warnings when name of client who books treatment changes name on form, so will change clients name on system - possibly create a new client from edited form or suggest to client to create new client and not change the name on this account

    1 vote

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  17. Calendar to jump to future date faster for consultation forms on Phorest Go

    with the phorest go and skin testing forms it takes forever to get to the date if its in a few weeks. would be good to have the months then tap the date

    1 vote

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  18. Consultation Forms - Merge Forms

    Consultation templates often have similar info but one often has something that you'd like incorporated ono the other. I suggest that you create the ability to mere the two in a similar fashion to how you merge clients.

    1 vote

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  19. Would be great to have a report available which shows the average sale, per therapist, per appointment. (not product up sells, courses)

    We are a laser clinic. We look at our therapists performance in terms of average sales per consultation, and average sales per treatment appointment. Currently we have no way of getting a report on this from Phorest, we have to download sales transactions and go through them one by one, then manually calculate totals and averages.

    1 vote

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