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Show client flags when viewing archived clients

Allow me to view the client flags when viewing the list of archived clients.
Guest about 2 years ago in Clients & Groups 2 Completed

Edit place of service code on invoice

I would like to be able to change the place of service code on the invoice for billing without changing it on the progress note. For instance, the therapist has already completed his progress note and indicated that the place of service was 02 for...
Guest about 4 years ago in Billing & Payments 10 Completed

Change client dropdown to search when adding a task

When adding a task to the task list, change the client dropdown to a search. We have a lot of clients in our system and it takes too long to scroll.
Guest over 2 years ago in Practice Management & Administration 4 Completed

Add ability to delete custom entries saved for Mental Status Exam fields

Just as we have the ability to delete interventions for the treatment plan, I think it would be good to be able to delete any custom entries for the MSE that have been entered by a user. Many times, things get typed into this category by interns a...
David Routt over 6 years ago in Notes & Cases 5 Completed

Remove organization address from intake forms

Remove the address from the intake forms (e.g., informed consent). I only practice telehealth and I don't want my home address appearing on the form.
Guest over 3 years ago in Practice Management & Administration 6 Completed

Add Medications section to Progress Notes

Display a list of medications in the Progress Note template. Client medications are relevant case information and should be readily available, just like their diagnosis and treatment goals.
Guest about 5 years ago in E-Prescribe 3 Completed

Billing report by insurance payer

We need a way to break out billed amounts and payments by insurance company. The report should let us filter by different date types and insurance payer.
Guest almost 6 years ago in Reporting 0 Completed

ERA search options

It would be very helpful if there a was a way to search for an ERA payment by patient instead of going down the list by payment dates? When searching for payments sometimes I have to open many before I find what I am looking for. Have a search fu...
Guest over 6 years ago in Billing & Payments 1 Completed

Add new field with options for client gender identity

Male and female are not the only gender options clients identify with, and "other" seems a rude way to label a client. "Transgender" would be a great option to have, although it doesn't cover the entire spectrum of client gender identities. Transg...
Guest almost 10 years ago in Clients & Groups 14 Completed

Unarchive service types

Allow me to unarchive a service type after it's been archived so I don't have to recreate it if it becomes active again or if it accidentally gets archived.
Guest over 3 years ago in Practice Management & Administration 3 Completed