When completing the Mental Status fields of a progress note, display all the choices available for the field instead of just the first 20. I prefer to pick from a list rather than try and remember what might not be displayed.
Guest
about 4 years ago
in Notes & Cases
1
Future consideration
Allow me to select which calendars users can view. As an admin, I may not want anyone to see my calendar. I also may not want contractors to view another provider's calendar.
Include the client's legal first name on the agenda
Include the client's first name, preferred name, and last name on the agenda. I need to know the client's legal first name as I'm doing insurance checks.
Specify Balance Responsibility on Invoice Aging Report
When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
Make "client" or "insurance" selection more obvious when accepting payment
When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
Allow me to receive a notification if someone views a case that is assigned to me. Sometimes I notice things get changed and I'd like to know who to follow up with about those changes.
It would be convenient if we could block of particular days for certain service types. This should be synced to the client portal so that only that particular service is able to be booked on it's set day.
Currently, when a client schedules online through the client portal, it will not reserve a room (only the building). Since I'm in a shared office location, it would be helpful when I view my "Unconfirmed Appointments" that I could also assign a ro...