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BCC additional emails when sending appointment reminders

If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

Show the last 4 digits of credit card on Superbills.

Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Billing

I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Send COVID screening questionnaire before appointment

Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Optional color coded service types

Make the color-coded service types an optional feature because I find the colors distracting.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Delete invoices in batch

In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.
Guest over 5 years ago in Billing & Payments 1 Future consideration

Document mental status for family members

Allow me to notate/document the mental status of family members in family sessions. Right now I can only document it for the client.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Filter by date of service when processing existing invoices

I use the “Process Existing Invoices” feature to add a bulk amount of invoices to Claims Awaiting Submission and this feature doesn’t have same level of filtering available as the claims view. I think being able to filter by date of service would ...
Guest over 5 years ago in Billing & Payments 1 Future consideration

Reset invoice numbers

Allow me to reset the invoice numbers or set the number from where invoices should start from.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Report on client retention rate

Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
Guest about 4 years ago in Reporting 0 Future consideration