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
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
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.
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.
0
Future consideration
