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Alert for when a client has been closed for 7 years

Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...
Guest over 7 years ago in Messaging & Notifications 1 Future consideration

Automatically delete appointments for archived clients

When I archive a client, automatically delete all of their upcoming appointments.
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration

Separate client and insurance balance due on client details page

Show whether the credit is a client credit or an insurance credit rather than lumping them together.
Guest about 4 years ago in Billing & Payments 0 Started

Allow for multiple intake dates

Allow for multiple intake dates for clients. Some clients may be discharged and then come back for services, but the intake date remains to when they were first entered into the system and we need to capture each time they were brought in for serv...
Guest almost 5 years ago in Notes & Cases 15 Future consideration

Separate permission for archiving clients

Create a separate permission that allows a staff member to archive/unarchive clients.
Guest over 4 years ago in Practice Management & Administration 13 Future consideration

Separate client amount due and insurance amount due when viewing ledger grid

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
Guest about 7 years ago in Clients & Groups 3 Future consideration

Allow percentages in addition to dollar amounts for copay column

Many of my clients are responsible for a percentage of their services as opposed to a fixed copay amount. However, I don't see a way to have that show up on the dashboard like the copay in dollars does. This would be really helpful to be able too ...
Guest about 10 years ago in Billing & Payments 9 Future consideration

Authorize client's credit card

Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.
Guest 8 months ago in Billing & Payments 3 Future consideration

Show tasks on the calendar

If I create a task with a due date, allow me to view that task on the calendar.
Guest 11 months ago in Practice Management & Administration 2 Future consideration

Show payment method when viewing invoice details

When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Guest over 1 year ago in Billing & Payments 2 Future consideration