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Showing 1826 of 1997

Include payment notes in Payment Methods report

When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest over 4 years ago in Reporting 0 Future consideration

Report on telehealth sessions

Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.
Guest about 6 years ago in Reporting 5 Future consideration

Set order of CPT codes on claims

Allow me to set the order for how the CPT codes should be displayed on claims.
Guest over 2 years ago in Billing & Payments 0 Future consideration

Add adoption for adult Wiley treatment plans

I work at a practice in which we work with adoptees across the lifespan. While I appreciate the Wiley treatment plan options for adolescent therapy in regards to adoption, we know that adoption impacts people at all ages. I would love to see an op...
Guest 10 months ago in Notes & Cases 1 Will not implement

Training library for staff based on permission level

Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...
Thomas The Test Engine over 2 years ago in Practice Management & Administration 0 Future consideration

Notification for client texts

Notify me when a client responds to a text I send.
Guest over 1 year ago in Messaging & Notifications 2 Future consideration

Default "Accept Assignment" toggle to yes

Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
Guest over 6 years ago in Billing & Payments 1 Future consideration

Notify admins when appointment is canceled

As an admin, send me a notification when an appointment is canceled because I like to stay on top of my staff's appointments.
Guest about 3 years ago in Messaging & Notifications 0 Future consideration

Report for non-client events

A report to pull a list of non-client events for Staff like we can for client appointments.
Sara McClure over 2 years ago in Calendar & Scheduling 1 Future consideration

Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest almost 5 years ago in Reporting 0 Future consideration