ADD A NEW IDEA

1. Provider App

Showing 1837 of 2013

Sign all progress notes at once for the group

When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Clear or Hide Batch Payment Errors

When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.
Guest 10 months ago in Billing & Payments 0 Future consideration

Organize groups

Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
Guest 10 months ago in Clients & Groups 1 Future consideration

Automatically generate a progress note for kept appointments.

When an appointment is completed (kept, cancelled, or rescheduled) on the calendar, have an option to have the note automatically generate so that you don't have to constantly click "create progress note". Basically tie the note to the appointment...
Guest about 4 years ago in Notes & Cases 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

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

Staff demographics report

Allow me to run a report that displays the demographic information for my staff.
Guest over 2 years ago in Reporting 0 Future consideration

Indicate payment status on appointment

When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
Guest over 2 years ago in Billing & Payments 0 Future consideration

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest over 2 years ago in Clients & Groups 1 Future consideration