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 1658

4 VOTE

treatment plans should link w/ notes based on dates

The Treatment Plan tab should list the treatment plans based on the order the plans were initiated, not the order that they were entered into the chart. For instance, if there is a delayed entry into the chart, I should still be able to have the p...

Guest over 4 years ago in Notes & Cases 0 Future consideration

2 VOTE

View location of clients on a map

Allow me to view the location of our clients on a map so I can schedule our clients easier with therapists.

Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

Automatically schedule clients on a cadence after Initial Assessment

I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...

Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

5 VOTE

Display service type description in Payroll by Rendering Provider report

When running the Payroll report, allow me to view the description of the service type.

Guest over 5 years ago in Reporting 3 Future consideration

2 VOTE

Automatically populate end date for medications based on script

Automatically populate the end date based on the date, time, and quantity of the most recent order prescribed so I don't have to remember to update it each time.

Guest over 2 years ago in E-Prescribe 2 Future consideration

4 VOTE

Add a General Documents tab at the practice level

There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.

Guest over 4 years ago in Practice Management & Administration 0 Future consideration

4 VOTE

Deductible Report

At the beginning of the calendar year, patient's deductibles reset. It would be great to be able to quickly identify these patients through a report, etc.

Guest over 4 years ago in Billing & Payments 2 Future consideration

2 VOTE

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.

Guest over 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Allow pre-included interventions to be deleted

There are several interventions, such as "weight control/loss," that we don't use, but can't be deleted. They make it more difficult to find the interventions that we've added and use frequently.

Guest about 1 year ago in Notes & Cases 0 Future consideration

1 VOTE

Automate invoices based on start date

We just started the automated invoiceing, so far we like it, but we would really like to set a start date. So we started doing our billing in house on April 1st, We would like to set it as that, so if I delete an invoice from a ledger, it doesn't ...

Guest about 1 year ago in Billing & Payments 0 Future consideration

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