Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
Guest
over 2 years ago
in Reporting
1
Future consideration
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
Guest
over 2 years ago
in Reporting
1
Future consideration
Create an EMDR Processor Assessment as a standard note template
My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.
Guest
almost 2 years ago
in Notes & Cases
0
Future consideration
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active a...