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Record previous name in client's details

For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Change "Full day" calendar option to cover individual's availability

When creating a "full day" appointment, the time should span from whatever that clinician's schedule is. For example, if I work from 8-3:30 and have a request off, rather than showing up at the top of the calendar view, the appointment should cove...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

report of unanswered text

As an agency owner I would like to be able to run a report to see who has not had a text message returned by staff? As our agency grows, keeping up on texts from client is proving to be difficult at times.
Guest almost 4 years ago in Messaging & Notifications 0 Future consideration

Add PHQ-15 as an intake form

Add the PHQ-15 as an intake form so that I can send it to my clients.
Guest almost 2 years ago in Notes & Cases 0 Future consideration

Add the DHI as an intake form

Add the DHI as an intake form so that I can send it to my clients.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Clear all Mental Status entries

When I've copied a progress note from the last session, allow me to clear all the prior entries for the Mental Status fields so that I don't have to remove each one individually.
Guest almost 4 years ago in Notes & Cases 0 Future consideration

View entire credit card description when applying a payment

When applying a payment, allow me to view the entire credit card description without having to click the dropdown.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Addendum showing in the notes summary page

it would be useful to have some indication at the top of that note's screen, and/or on the notes summary page, if a note has an addendum.
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Indicate if payment was HSA/FSA

When charging a client's credit card, allow me to indicate if the card used was an HSA/FSA card.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Prompt for signature after approving note

As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.
Guest almost 2 years ago in Notes & Cases 1 Future consideration