I need to have a way for clients to text me that is more secure than my phone. With remote (Telemental Health). It is very important to have this feature. As a sole proprietor it is even more important. Thoughts?
Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
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.
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
1
Future consideration
