Allow multiple client signatures on clinical notes
Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
9 months ago
in Notes & Cases
64
Future consideration
Require Client to add Insurance Information when creating Client Portal Account
Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller
about 2 months ago
in Billing & Payments
0
Future consideration
Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Administrators should be able to prevent a client from being scheduled by a clinician. Overdue balances need to be paid before an appointment can be scheduled.