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
about 1 year 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
5 months ago
in Billing & Payments
0
Future consideration
Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
Kristen Harper
about 2 months ago
in Billing & Payments
0
Future consideration
Disable appointment reminders after appointment confirmation
If a Client confirms an appointment via an appointment reminder, add a setting to disable subsequent appointment reminders for the Client's appointment.
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.
It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.
Christina Leslie
2 months ago
in Billing & Payments
0
Future consideration
0
Future consideration
