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Create case forms for specific cases

When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Open PDF of schedule in a new tab

When I print my schedule, open the PDF in a new tab instead of directly downloading it.
Thomas The Test Engine about 1 year ago in Calendar & Scheduling 0 Future consideration

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.
Guest about 6 years ago in Reporting 1 Future consideration

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
Guest over 2 years ago in Reporting 1 Future consideration

Define problem field in the invalid organization address notice

When I get an error message that something is wrong with my organization's address, tell me exactly what's wrong in the message so I know what to fix when I get to that page.
Guest about 1 year ago in Practice Management & Administration 0 Future consideration

Add location filter to invoice aging report

Allow me to filter the invoice aging report by location so I can separate invoices by location.
Guest almost 4 years ago in Reporting 0 Future consideration

View only assigned clients in prospective clients list

If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add different TIN to superbills

We have a different organizational TIN for a different program within our business - we need to be able to put that on the Superbills for that program separately
Andrea Davis almost 4 years ago in Practice Management & Administration 1 Future consideration