Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1636

1 VOTE

Add invoice number to submitted claims report

When running the Submitted Claims report, allow me to include the invoice number.

Guest over 3 years ago in Reporting 0 Future consideration

1 VOTE

Send reauthorization reminders to billers

Allow billers to receive reauthorization reminders without having to assign them to each client.

Guest over 3 years ago in Clients & Groups 1 Future consideration

1 VOTE

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 over 3 years ago in Clients & Groups 1 Future consideration

1 VOTE

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

1 VOTE

Document hospitalizations in client's chart

When viewing a client's chart, allow me to document a client's hospitalizations.

Guest almost 4 years ago in Clients & Groups 1 Future consideration

1 VOTE

Add income classification to client for United Way reporting

When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.

Guest almost 4 years ago in Clients & Groups 1 Future consideration

1 VOTE

Make the add appointment button more prominent

When viewing the calendar, make the add appointment button/icon more prominent because it's easy to miss.

Guest almost 4 years ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Don't set default place of service for billing

Allow me to not set a default place of service for billing so I'm forced to select the correct place of service when I create invoices.

Guest almost 4 years ago in Practice Management & Administration 1 Future consideration

1 VOTE

Add client to more than one family group

Allow me to add a client to more than one family group.

Guest almost 4 years ago in Clients & Groups 0 Future consideration

1 VOTE

Search diagnosis by three letters

Allow me to enter the first three letters of several words in a diagnosis and be able to search that way. Sometimes things are worded as depression, or depressive and it's easier to just be able to search for maj dep dis rec than it is to type out...

Guest almost 4 years ago in Notes & Cases 1 Future consideration

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