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Add an Progress & Response to Treatment section to notes template

I'd love to see a Progress & Response to Treatment assessment section added to the notes template with **combination checkbox/item selection and text area** to include options such as: Making progress, significant symptom reduction, limited ...
Guest about 4 years ago in Notes & Cases 0 Completed

Notify the contact when they receive a secure message

When I send a secure message to someone in my client's contact network, send them an email letting them know there's a new secure message on the portal.
Guest about 2 years ago in Messaging & Notifications 14 Completed

Send staff alert when client sends text message outside of appointment reminder

As a therapist, I get an alert if the client responds from a text reminder but not if they send a text outside of an appointment reminder. For example, I asked a client through text to come in 2 hours early. Because it is not an appointment remind...
Guest over 5 years ago in Messaging & Notifications 19 Completed

Add zero dollar payments on manual insurance payments

When working in Manual Insurance Payments, allow me to apply zero-dollar payments.
Guest 11 months ago in Billing & Payments 3 Completed

Allow printing of secure messages

Make secure messages printable or take away the recently viewed clients section to be able to print out the messages.
Guest about 6 years ago in Messaging & Notifications 11 Completed

Add date to Clinical Documents & General Documents

When viewing a client's clinical documents or general documents as a list, allow me to view the date the document was uploaded.
Guest over 3 years ago in Notes & Cases 0 Completed

Remove access to edit custom forms from therapist permissions

Only an administrator should have access to create custom forms and put more formating such as importing demographic information.
Guest about 6 years ago in Practice Management & Administration 7 Completed

Bill inactive insurance if DOS was within payer effective dates

Currently if the insurance is marked as inactive we are unable to bill the insurance even if the date of service was during the active period. then we have to go in and reneter all of the insurance info since we cannot reactivate the inactive plan...
Guest over 2 years ago in Billing & Payments 8 Completed

Using same email for siblings

It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children
Guest over 4 years ago in Clients & Groups 2 Completed

Indicate signed/unsigned note in progress note list

An indicator of notes that are not signed. There would be a red bubble next to their name or a vector of a note (like lined paper). Sometimes I think I've signed all my notes and then I go back to a client I haven't seen in a few weeks and realize...
Guest over 7 years ago in Notes & Cases 13 Completed