Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 387

15 VOTE

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 over 2 years ago in Messaging & Notifications 14 Completed

36 VOTE

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 over 6 years ago in Practice Management & Administration 7 Completed

10 VOTE

Bill by location NPI and Tax ID

Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.

Guest almost 2 years ago in Billing & Payments 5 Completed

15 VOTE

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 almost 3 years ago in Billing & Payments 8 Completed

25 VOTE

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 almost 5 years ago in Clients & Groups 2 Completed

41 VOTE

Add link to client portal in client invoice/superbill/statement emails

When I client gets emailed an invoice it would be VERY helpful if they could click a link to portal to make payment. Within the emailed invoice it could read: "Please make payment by logging into your account at www.xxxxxxx.com or, call office to ...

Guest about 8 years ago in Billing & Payments 20 Completed

40 VOTE

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 about 8 years ago in Notes & Cases 13 Completed

34 VOTE

Resend Intake Forms/Custom Forms multiple times throughout treatment through Client Portal

It would be really nice and convenient if we had an option to send custom forms we create directly to clients which require it. There are certain forms that just wouldn't make sense for me to add to the intake without making it too long or irrelev...

Guest about 7 years ago in Notes & Cases 8 Completed

31 VOTE

Add field for treatment progress to progress notes

On the progress note, add a field for Progress that allows me to indicate if the client is or is not making progress.

Guest over 6 years ago in Notes & Cases 6 Completed

27 VOTE

Set calendar time zone

Allow staff members to set their time zone preferences for their calendar. We have staff members that operate under a different time zone than the organization.

Guest over 5 years ago in Calendar & Scheduling 8 Completed

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