1. Provider App

Showing 1834 of 2014

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.

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

3 VOTE

Print progress notes from progress notes page

When viewing a client's progress notes, allow me to print the progress notes from this page.

Guest almost 4 years ago in Notes & Cases 1 Future consideration

2 VOTE

Custom formatting for reminder emails

When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.

Guest over 2 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Exclude insurance amount from invoices

Allow me to exclude the insurance amount from invoices like I can with statements.

Guest almost 4 years ago in Billing & Payments 0 Future consideration

2 VOTE

Copy secure messages over as a thread

Allow me to copy the entire secure message over as one thread rather than copy each message individually.

Guest over 2 years ago in Messaging & Notifications 1 Future consideration

2 VOTE

Show preview of dynamic progress notes

When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.

Guest over 2 years ago in Notes & Cases 1 Future consideration

2 VOTE

Display client's pronouns in left sidebar

When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

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

2 VOTE

Report on clients with risks identified on assessment or progress note

Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.

Guest over 2 years ago in Reporting 0 Future consideration

5 VOTE

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.

Guest over 6 years ago in Reporting 1 Future consideration

2 VOTE

Show diagnosis codes in client list

When viewing the client list, allow me to customize the grid to see the diagnosis codes.

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

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