Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or bloc...
Guest
over 2 years ago
in Clients & Groups
0
Future consideration
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 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
It would be helpful to see client phone numbers on the agenda page. This is because when I am looking at their status (if they confirmed their appointment or not) if they have not confirmed or cancelled, I can call them from the agenda page withou...
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.
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"
0
Future consideration
0
Already exists
