Blog

Calendar Design, Enhanced Client Profile, & Timeline Feature

Written by Brent Wiggins | Sep 18, 2024 4:42:19 PM

We’re thrilled to introduce a series of significant updates to Lightning Step that will revolutionize how you manage your scheduling and client information. Our latest enhancements include a Redesigned Calendar, an Enhanced Client Profile, and a powerful new Timeline Feature. These upgrades are designed to streamline your workflows, improve efficiency, and enhance your overall user experience.

Redesigned Calendar: Streamlining Scheduling and Management

Our Redesigned Calendar brings a host of improvements to make scheduling and managing appointments more intuitive and efficient:

  • Improved Layout: Enjoy a cleaner, user-friendly interface that reduces clutter and enhances readability. The updated design ensures you can easily navigate your schedule, making your daily operations smoother.
  • Enhanced Filtering: Managing appointments is now simpler with dedicated filter options. Access filters via a new icon and quickly identify active filters with a yellow indicator. This makes adjusting your view more straightforward.
  • Flexible View Options: Choose between viewing just your working hours or a full 24-hour day, depending on your needs. The new “Staff” view allows you to manage multiple staff schedules with a comprehensive overview of team appointments and availability.
  • Streamlined Appointment Creation: Creating new appointments is faster with a new click-and-create option or the “Create New” button. The redesigned event creation modal simplifies the input process, reducing time spent on scheduling.
  • Accessible Settings: Settings and management options are now found under a single gear icon, making locating and adjusting preferences easier.

Enhanced Client Profile: Modernizing Client Information Management

  1. We’re excited to unveil a modern upgrade to the Client Profile that enhances both its look and functionality:

  • Modern Aesthetic: The refreshed design is easier on the eyes and more intuitive to navigate, improving the overall user experience.
  • Improved Layout: Information is presented more logically, allowing quicker access to critical client data. This reorganization helps you find what you need more efficiently.
  • Enhanced Readability: Improved typography and spacing reduce eye strain and make scanning through client details more comfortable.
  • Consistent Functionality: While the look has been updated, all familiar tools and features remain intact, ensuring workflow continuity.
  • New Timeline Feature: The standout addition, the Timeline, provides a comprehensive view of client interactions:
  • Centralized Access: View all crucial client documents and appointments in one location, including Progress Notes, Assessments, Treatment Plans, and more.
  • Document Integration: Seamlessly integrate a range of client documents for a complete view of their care journey.
  • Appointment Integration: See all client appointments alongside their documents for a holistic view of their care trajectory.
  • Easy Navigation: Use time range and sort filters to efficiently locate and organize information.
  • Visual Clarity: A clean, easy-to-read layout presents complex data in a comprehensible format.

How These Updates Enhance Your Workflow

These updates are designed to save you time and improve your efficiency:

  • Redesigned Calendar: Simplifies scheduling, reduces clutter, and enhances appointment management.
  • Enhanced Client Profile: This profile provides a modern, user-friendly interface while maintaining consistent functionality and adding powerful new features.
  • New Timeline Feature: Consolidates critical client information into a comprehensive view, boosting efficiency and improving care management.

What’s Next?

We will provide detailed guides and video tutorials as we approach the release date of these updates. We aim to ensure a smooth transition and help you make the most of these new features.

We’re excited to see how these enhancements will improve your Lightning Step experience. Your feedback is invaluable, so please share your thoughts or reach out with any questions. For additional support, contact your Customer Success Manager.

Thank you for your continued partnership with Lightning Step. We look forward to supporting you through these exciting upgrades and enhancing your daily operations!

Here’s to a more efficient and streamlined experience with Lightning Step! 🚀