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Use color to indicate positive (green) or negative (red) balances in Client List

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Guest over 4 years ago in Clients & Groups 2 Completed

Add sexual orientation to client details

I am thrilled to see more options added to gender (I've checked out many programs that do not have this) but I work in a queer mental health agency and sexual orientation is also a necessary demographic.
Guest over 9 years ago in Clients & Groups 6 Completed

Import client insurance information

I have to enter all current insurance information to every client and I am wondering if there is an easier way than manual entry
CMHC Admin over 6 years ago in Clients & Groups 0 Completed

Record additional payment methods from insurance companies

We have insurance companies who pay us with a virtual credit card however I am not able to enter a credit card under the new "Insurance Payment" classification. Please add new payment type for insurance credit cards.
Guest over 8 years ago in Billing & Payments 17 Completed

Switch "save" and "delete" buttons in appointment dialog

When creating or editing an appointment, switch the locations of the "save" and "delete" buttons so the "save" button is on the right.
Guest over 3 years ago in Calendar & Scheduling 3 Completed

Separate permission for adding active clients

Make a separate permission for being able to add active/new clients because we don't want our students to be able to add clients.
Guest over 3 years ago in Clients & Groups 2 Completed

Allow Full Credit Information to be entered by client in Client Portal registration

Currently clients have the option of adding partial credit card information (no CVV) in the client portal when registering/completing intake paperwork. I'm hearing with Simple Practice, that client's can be required to enter full cc information (s...
Guest over 5 years ago in Clients & Groups 5 Completed

Allow agenda specific to provider (customize)

Allow providers to customize their dashboard view to be only their client information. This will allow them the ability to only change their patient's appointment status, and not any other clinician in the clinic.
Guest about 11 years ago in Calendar & Scheduling 5 Completed

Enter place of service location in note

When I sign my note the "Place of Service' is always blank. Would be great if it let me pick the location when I'm writing my note or creating the appointment.
Guest almost 7 years ago in Billing & Payments 6 Completed

Prevent Unestablished Clients from Signing up for Client Portal Account

Current, if the client portal login link displayed anywhere publicly anyone who clicks that link can sign up for a Client Portal account and become a client. They will be added to the Provider's client list as well. Would like to prevent non-estab...
Caitlin D. 7 months ago in Clients & Groups 0 Completed