Add a timestamp to Appointments when status is changed
Add a timestamp to Appointments to track when the appointment status is updated. An example of when the timestamp would be beneficial would be to track when appointments are cancelled to by clients on the same day of their appointment.
Payroll reports by billed sessions (not by payout)
We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The curren...
Guest
over 6 years ago
in Reporting
9
Future consideration
Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resu...
Treatment plans should be editable once signed. For example, once a treatment plan is signed and I noticed an error I cannot go back in edit the document. Instead I have to create an entirely new treatment plan which is time consuming and unwarran...
Guest
over 4 years ago
in Notes & Cases
4
Future consideration
Allow organizations to upload documents to a resource library that may contain therapeutic exercises, worksheets or articles for use by all the therapists in an agency for their clients. It would be great if we could also be able to download and p...
If I update the fee for a service type the change should only apply to newly created invoices, not past ones. It's easier to update the fee rather than archive it and create a new one.