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1. Provider App

Showing 1837 of 2013

non-client events

I suggest an option in preferences to permanently show your non-client events so that you don't have to click the suggest box each time you visit the calendar.
Guest about 1 year ago in Calendar & Scheduling 0 Already exists

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Guest about 1 year ago in Billing & Payments 0 Future consideration

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.
Guest about 1 year ago in Notes & Cases 1 Future consideration

Allow therapists to see contact network members not assigned to them

As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Display appointments side-by-side

When viewing the calendar in day view or week view for multiple providers, show the appointments side-by-side rather than overlapping so it's easier to see all the appointments.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

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 about 4 years ago in Practice Management & Administration 0 Future consideration

Add notes field to staff details

When viewing a staff member's details, have a section where I can add notes related to that staff member.
Guest about 3 years ago in Practice Management & Administration 2 Future consideration

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

Make hour lines on the calendar darker

Make the lines that separate the hours on the calendar darker so it's easier to read my scheduled.
Guest about 3 years ago in Calendar & Scheduling 1 Future consideration

Add address to prospective clients list

When adding a prospective client allow me to input their address.
Guest about 3 years ago in Clients & Groups 0 Future consideration