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Remove service type from synced calendars

Don't display the service type on synced calendar appointments.
Guest about 4 years ago in Calendar & Scheduling 2 Future consideration

Show which card was charged last when applying a payment

If a client has multiple saved credit cards on file, show me which card was charged last.
Guest about 3 years ago in Billing & Payments 3 Future consideration

Add ability to mark a client as deceased

Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Change how data is displayed in staff billing report CSV

When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest about 3 years ago in Reporting 1 Future consideration

Line up designated therapist colors in the calender

Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...
Guest about 4 years ago in Calendar & Scheduling 2 Future consideration

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest about 3 years ago in Notes & Cases 0 Future consideration

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Add service type to submitted claims report

When running the Submitted Claims report, allow me to include the service type/CPT code.
Guest about 3 years ago in Reporting 1 Future consideration

Display staff who created appointment

In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.
Guest over 6 years ago in Calendar & Scheduling 4 Future consideration

Notate primary contact in client's details

Allow me to identify the primary contact for a client in their client details or their contact log.
Guest about 2 years ago in Clients & Groups 1 Future consideration