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Change appointment from telehealth to in-person

Allow me to change an appointment from telehealth to in-person so that I don't have to delete the appointment and recreate it.
Guest about 4 years ago in Calendar & Scheduling 1 Completed

Remove appointment time on invoice & superbill

Remove the appointment time on the invoice and superbill and just show the date of service.
Guest over 2 years ago in Billing & Payments 3 Completed

Add "Place of Service" on Statement

So that I can send monthly bills instead of daily
Guest about 6 years ago in Billing & Payments 5 Completed

Bulk archive multiple clients at once

It would be nice if there was a way to mass archive clients. We have an existing practice with a large number of clients so it is rather tedious to manually go through and archive all the old clients after we have uploaded our client database.
Guest over 6 years ago in Clients & Groups 3 Completed

Make Mental Status option lists fully scrollable (not just containing 10 items)

In Progress Notes > Mental Status: when clicking within a space to enter a term for any of the Mental Status categories, I recommend programming the display to provide a fully scrollable list of all available descriptors rather than just displa...
Guest almost 9 years ago in Notes & Cases 6 Completed

Add a custom note to invoices

Add ability to save client-specific notes to invoices given to clients. This would benefit any providers/staff who need or want to include notes for a client (e.g. explanation of a write-off).
Guest about 6 years ago in Billing & Payments 4 Completed

Display organization logo on assessments & treatment plans

Have my organization's logo displayed on printed assessments and treatment plans.
Guest over 3 years ago in Notes & Cases 1 Completed

Add checkbox for self-harm in Client Risk section of Initial Assessment

In the Assessment and Diagnostic tab, under the section of Risk,it would be helpful to have an option for self-harm.
Guest over 9 years ago in Notes & Cases 1 Completed

Update appointment status on upcoming progress notes

Allow me to update the appointment status if a progress note has already been created. Sometimes we create the shell of the note early, but if the appointment is still "upcoming" we can't change the status.
Guest over 1 year ago in Notes & Cases 1 Completed

Make resubmit claim option clearer when marking Failed to Process

Was there a change to the system regarding Submitted Claims? I can mark them as Failed to Process but there is no button now to Resubmit?? Please help
Guest about 6 years ago in Billing & Payments 1 Completed