Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...
Allow me to integrate with ASAM CONTINUUM so I can complete Substance abuse assessments which are different in nature to a certain degree from biopsychosocial assessments.
Guest
almost 8 years ago
in Notes & Cases
0
Future consideration
Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
Guest
over 2 years ago
in Reporting
1
Future consideration
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
Guest
over 1 year ago
in Clients & Groups
1
Future consideration
While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.
Guest
about 4 years ago
in Notes & Cases
0
Future consideration
When creating an appointment on the calendar, allow me to choose a year prior to 2017 in the appointment dialog so I can add in historical data for patients. Changing the calendar is too tedious.
It would be nice to have more granular control over what details are included in Batch Statements, similar to the "customize grid" feature when generating Statements from the client's ledger.
1
Future consideration
0
Future consideration
