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...
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
almost 7 years ago
in Notes & Cases
9
Future consideration
View when invoices, superbills, and statements were sent from client ledger
Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest
about 4 years ago
in Clients & Groups
17
Future consideration
My state allows me to pass on credit card processing fees to clients. Allow those charges to automatically be applied to the client when processing a credit card payment.
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
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
over 7 years ago
in Notes & Cases
4
Future consideration
Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.
Guest
over 1 year ago
in Notes & Cases
6
Future consideration