Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1839 of 2019

77 VOTE

Monthly statement/superbill generation

Allows me to automatically generate monthly statements or superbills for my clients.

Guest almost 9 years ago in Billing & Payments 23 Future consideration

26 VOTE

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.

Guest about 3 years ago in Billing & Payments 8 Future consideration

18 VOTE

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.

Guest about 2 years ago in Reporting 4 Future consideration

4 VOTE

Change the service type for multiple appointments at once

Allow me to change the service type for multiple appointments at once.

Guest 6 months ago in Billing & Payments 0 Future consideration

61 VOTE

View appointment notes on agenda

We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda

Guest about 7 years ago in Calendar & Scheduling 14 Future consideration

46 VOTE

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 over 5 years ago in Calendar & Scheduling 2 Future consideration

36 VOTE

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.

Beth Ratchford over 4 years ago in Notes & Cases 11 Future consideration

35 VOTE

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 about 4 years ago in Calendar & Scheduling 13 Future consideration

45 VOTE

Implement client survey tool to capture feedback

Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).

Guest over 5 years ago in Practice Management & Administration 15 Future consideration

65 VOTE

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.

Guest almost 8 years ago in Notes & Cases 6 Future consideration

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