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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

Report on missing forms

Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
Guest almost 4 years ago in Reporting 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

Set payment override amount by case

Allow me to set the payment override amount by case rather than at the client level.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Display address in progress note

Display the location address of the appointment in the progress note.
Guest almost 2 years ago in Notes & Cases 0 Future consideration

Have private description of Service Types

For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Clinic Calendar: Non-mandatory events happening

There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way t...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Don't update name changes on previous documentation

When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Client portal help

On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
Guest almost 4 years ago in Clients & Groups 0 Future consideration