Make legal gender field options only male and female
When selecting the client's legal gender, only allow a Male and Female option since this is what populates on the claim form and those are the only option available on the claim form.
Add rendering provider NPI and supervising provider name and NPI to statements and superbills
For a client to be able to file for out of network benefits, the statements and superbills need to have the rendering provider NPI listed and, if the therapist is an associate level therapist, the supervising provider's informaiton also needs to b...
Choose date before room when scheduling appointments
Change the order of how I make selections when scheduling a new appointment. The date is selected last, but if I change the date my room selection resets. Make me select the date and then the room so my selection doesn't reset.
It would be nice to use the same email address when a client has several children from the same family that need to be invited to the client portal. Mom said she is not creating another email address to keep up with.
Daily Billing report by date of service (not date entered)
Please please please have the ability to run the daily billing report by date of service instead of date entered. I have to manually calculate the corrects date of service and clients for payments which takes a long time.
Allow staff with "Therapist" permissions to Share New Form(s)
Allow staff with "Therapist" permissions to "Share New Form(s)" under the General Documents tab so that they can request clients to complete screening tools (e.g., PHQ-9, GAD-7, custom forms) as needed instead of needing to contact someone with ad...
Search activity log for when superbills were emailed
When a superbill is emailed it will show in the activity log, but I'm not able to search for this action. Allow me to search for the action so I can find these entries faster.
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