If I create an invoice for a group appointment, have the charge be split across all members of the group rather than each member getting charged the full amount.
Show a preview of the summary field for SOAP notes
When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.
Guest
about 4 years ago
in Notes & Cases
0
Future consideration
Display co-insurance in left sidebar when viewing a client's details
When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest
about 2 years ago
in Clients & Groups
1
Future consideration
Edit email headings and subject line when sharing forms
When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of ...
Andrea Cook
over 4 years ago
in Clients & Groups
1
Future consideration
1
Future consideration
