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Create away message for practice chat

Allow me to create an away message for practice chat so other staff members know why I'm not responding.
Guest over 1 year ago in Messaging & Notifications 1 Future consideration

Select whether completed intake forms should save to clinical or general documents

When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
Guest almost 3 years ago in Practice Management & Administration 8 Future consideration

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 3 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Search progress notes by keywords

Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.
Guest almost 4 years ago in Notes & Cases 11 Future consideration

Hide canceled appointments on the calendar

Allow me to hide canceled appointments on the Calendar and Agenda so that I can see my available time more easily.
Guest over 3 years ago in Calendar & Scheduling 13 Future consideration

Display session number in progress note

Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest about 7 years ago in Notes & Cases 4 Future consideration

Don't create a new case when navigating to notes

If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest over 6 years ago in Notes & Cases 9 Future consideration

Visually differentiate between individual appointments, group appointments and non-client events in the Calendar

I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.
Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

Change claim status from the client's ledger

When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...
Guest 3 months ago in Billing & Payments 0 Future consideration

One-time payment link for entire balance

It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain fo...
Guest almost 4 years ago in Billing & Payments 1 Future consideration