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When patients return to treatment after 1 yr, we are obligated to re-evaluated. I would really like to be able to send them our fabulous Patient Port forms to compete again. That's my first step in getting updated on where they are at since seeing...
Guest over 5 years ago in Notes & Cases 0 Already exists

Auto-population of Termination Summaries

It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again. Thanks!
Guest over 5 years ago in Notes & Cases 0 Already exists

Remove After Hours Warning

Remove the warning and options regarding after hours scheduling and allow us to schedule whatever time we prefer.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

note created date and signature date

I need the time that the note was started preserved on my document. it appears to erase after I sign it. the date for when I started the document and not when I signed it is more important to me in my document ion. I need ti to show up when someon...
Guest over 5 years ago in Notes & Cases 0 Already exists

Bulk Add Appointments

The ability to add multiple appointments or recurring appointments would be awesome! We have patients who come in multiple times a week, often at the same time, and it would be a big scheduling improvement to be able to add them all at once instea...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

calendar with privacy view

provide a button that can switch calendar with clients' names to their initials for increased privacy
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

every other week repeat

Allow an event to repeat every other week (one on, one off) - many clients are scheduled that way. Thank you!!
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Client report per clinician

I would like to run a current client report for each clinician.
Guest over 5 years ago in Clients & Groups 0 Already exists

Show recurring appointments on Appointment Tab

When a client has random appointments, but at some point down the road they begin to have reoccurring appointments these will not show up in their appointment tab. This could and will lead to doubling appointments. I believe this should be fix ASAP.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

easy financial reports - cash, credit, invoiced, etc

Easy Financial Reports and other custom made reports 1. Collections by custom dates 2. Balances owed 3. Patients by referral source
Guest over 5 years ago in Billing & Payments 0 Already exists