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 1861 of 2045

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

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

2 VOTE

Need only one Invoice for Group Appointments

If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!

Guest about 3 years ago in Billing & Payments 0 Future consideration

2 VOTE

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

Guest about 3 years ago in Clients & Groups 2 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

4 VOTE

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 about 6 years ago in Billing & Payments 1 Future consideration

3 VOTE

drag multiple lines in custom forms at one time

While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.

Guest over 4 years ago in Notes & Cases 0 Future consideration

2 VOTE

Report on client goals

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 about 3 years ago in Reporting 1 Future consideration

4 VOTE

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 about 6 years ago in Billing & Payments 1 Future consideration

1 VOTE

Add payment note to receipt

When I apply a payment to a client's ledger, have the payment note show on the receipt.

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

Please enter your email address

FILTER BY CATEGORY