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Add rendering provider and filter to the Invoice Aging report

Allow me to view, sort, and filter by the rendering provider when running the Invoice Aging report.
Guest almost 8 years ago in Reporting 19 Future consideration

Copy last treatment plan

Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
Guest about 6 years ago in Notes & Cases 16 Future consideration

Mass assign staff to clients and cases

Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
Guest over 1 year ago in Clients & Groups 4 Future consideration

Use manual insurance payments for non-partnered clearinghouse

Allow me to use the Manual Insurance Payments feature without being connected to the partnered clearinghouse.
Daniel Lechleiter about 1 month ago in Billing & Payments 0 Future consideration

Automatically update start and end time from AM to PM when scheduling appointments

When scheduling a new appointment, automatically update the start time and/or end time from AM to PM if updating from 11:00 AM to 12:00.
Claire Eliassen about 1 month ago in Calendar & Scheduling 0 Future consideration

Type staff name in missing progress notes report

Allow us to type in staff name in missing progress notes report instead of having a drop down list of staff to choose from.
Guest 3 months ago in Reporting 0 Future consideration

Report on client flags

Allow me to run a report that will show me how many clients have a certain flag.
Guest over 2 years ago in Reporting 6 Future consideration

Remind staff to complete the treatment plan

Set an alert to remind the therapist that the Treatment Plan is due after the 3rd visit
Guest over 6 years ago in Messaging & Notifications 12 Future consideration
120 VOTE

Integrate voice dictation software

Allow note-taking using Dragon NaturallySpeaking or similar speech-to-text software.
Guest over 10 years ago in Notes & Cases 21 Future consideration

Bring back "no end date" option when creating recurring appointments.

The option to have no end date for recurring appointments was recently removed. This was a very helpful feature and I would really like to have it back. Just because some users did not like the feature, does not mean the option should be removed f...
Guest about 4 years ago in Calendar & Scheduling 15 Future consideration