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Don't refresh the invoice page after saving

When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Customize ERA Auto Processing

We would like to be able to add adjustments codes to be auto processed on the ERA rather than having to manually process those ERAs that have these adjustments on them.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Enter numerical value for month when adding a credit card

When adding a credit card for a client, allow me to enter a numerical value for the month the card expires rather than selecting the month name from a drop-down.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Remove alert if I've signed the note

If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.
Guest over 1 year ago in Notes & Cases 1 Future consideration

View statement headings on all pages

When I'm viewing a client's statement as a PDF, have the column headings show on each page.
Guest about 3 years ago in Billing & Payments 0 Future consideration

Remove "undefined" option from legal sex field

When filling out a client's information, remove the "undefined" option from the Legal Sex field.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Select payer when processing existing invoices in batch invoicing

When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.
Guest about 3 years ago in Billing & Payments 0 Future consideration

Subscribe therapists to appointment reminders

I only want certain therapists to send appointment reminders for their clients. Allow me to subscribe therapists to appointment reminders rather than this be an organization-wide setting.
Guest over 1 year ago in Practice Management & Administration 0 Future consideration

Add Locus assessment as an intake form

Add the LOCUS assessment as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 0 Future consideration

Add CALOCUS as an intake form

Add the CALOCUS as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 1 Future consideration