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
almost 3 years ago
in Reporting
1
Future consideration
It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again.
Thanks!
Guest
almost 6 years ago
in Notes & Cases
0
Already exists
Separate insurance credit from client credit in client ledger
It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance cre...
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 ...