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Add field for Remaining Out of Pocket Max

Under a client's Bill To & Insurance information, allow me to notate the remaining amount for the client's Out of Pocket Max, similar to how I can notate the remaining Deductible.
Guest over 5 years ago in Clients & Groups 1 Future consideration

Include policy number on invoice aging report

Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.
Guest almost 3 years ago in Reporting 0 Future consideration

Add staff member who made status change to the No Show Appointments report

When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.
Andrea Mills over 5 years ago in Reporting 0 Future consideration

Have client portal invite link expire

Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.
Guest almost 3 years ago in Practice Management & Administration 0 Future consideration

Populate "Signature on File" in box 31 of claim form

Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Edit synced event in iCal

Allow me to edit the title of the event that gets saved/synced to our personal iCal calendars. For instance, instead of it saying "busy - *no service type*" or "S.S. - family - 90847, QMHP", we could put "Lunch" or "Mon - 12PM - SS/DJ"
Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

Merge folders under general documents

If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Reduce file size of PDFs

When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Have certain forms always available on the portal

I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Show planned interventions from last note on client's chart

When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
Guest almost 3 years ago in Clients & Groups 1 Future consideration