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Add "Fully Paid" indicator group invoices on agenda

If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.
Guest about 3 years ago in Calendar & Scheduling 0 Future consideration

Report on group appointments as one unit

Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.
Guest about 3 years ago in Reporting 1 Future consideration

Change location of mental status pre-defined options

When typing into the mental status section of a progress note, have the pre-defined options appear to the right side of the section so it doesn't block the next items in the list.
Guest about 3 years ago in Notes & Cases 0 Future consideration

Don't automatically display pre-defined options when typing in mental status

When clicking into the mental status fields of a progress note, don't automatically display the pre-defined options. Sometimes I just want to enter text without seeing the pre-defined list I can insert.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Have enter key insert sentence and paragraph breaks into secure messages

When I compose a secure message, the enter key doesn't actually enter a break. If I hit the enter key once to start a new line after I send the message the new line doesn't appear. All my text runs together.
Guest about 3 years ago in Messaging & Notifications 0 Future consideration

Make religion a free-text field

When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add invoice number to submitted claims report

When running the Submitted Claims report, allow me to include the invoice number.
Guest about 3 years ago in Reporting 0 Future consideration

Send reauthorization reminders to billers

Allow billers to receive reauthorization reminders without having to assign them to each client.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add emails when sharing forms to contact log

When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Indicate preferred contact method in prospective clients list

When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
Guest over 3 years ago in Clients & Groups 0 Future consideration