Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1860 of 2044

2 VOTE

Filter manage clients list in client portal settings

When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.

Guest about 3 years ago in Practice Management & Administration 1 Future consideration

4 VOTE

Add weekly view to the agenda

When viewing the Agenda, allow me to view all appointments for the week instead of just for the day.

Guest about 6 years ago in Calendar & Scheduling 1 Future consideration

2 VOTE

See schedule from client view

Allow me to see my schedule from my client's view.

Guest about 3 years ago in Calendar & Scheduling 1 Already exists

2 VOTE

Take me to invoice after processing payment from ERA

When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.

Guest about 3 years ago in Billing & Payments 1 Future consideration

2 VOTE

Print invoice with linked progress notes in one PDF

When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.

Guest about 3 years ago in Billing & Payments 1 Future consideration

4 VOTE

Add option to send appointment reminders the day of an appointment

I have had some patients suggest same-day appointment reminders, especially via text.

Guest about 6 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.

Guest over 4 years ago in Reporting 0 Future consideration

3 VOTE

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 ...

Guest over 4 years ago in Billing & Payments 1 Future consideration

1 VOTE

Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.

Guest over 1 year ago in Reporting 1 Future consideration

2 VOTE

Archive primary practice location

Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.

Guest about 3 years ago in Practice Management & Administration 1 Future consideration

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