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Clarify "Card on File" Status in Client List

The column on the grid that says "card on file" is not clear. Multiple clients have cards on file, but the card on file is only reflected as a yes if there has been a charge to the card.
Guest over 4 years ago in Clients & Groups 0 Completed

Sort or filter contact log

When viewing a client's contact log, allow me to sort or filter the entries so it's easier to find specific entries I'm looking for.
Leah Berry over 4 years ago in Notes & Cases 1 Completed

Show payment method on client Statements

Display the method of payment for items on the client statement (cash, credit card, etc.)
Guest almost 6 years ago in Billing & Payments 0 Completed

Move "Claims" navigation link to top of sidebar navigation

In the billing section, it automatically goes to Insurers page. It would be so helpful to not have to go down and click on claims every time I enter this section to do billing. Please move the Claims tab up ahead of the Insurers tab so that it aut...
Guest almost 5 years ago in Billing & Payments 1 Completed

Group appointments onto single claim from batch invoicing

Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
Guest over 2 years ago in Billing & Payments 1 Completed

Add DOB to Bill to and Insurance tab of clients

It would be helpful to quickly be able to reference patients DOB on the page with the insurance info, since when calling and checking with insurance they ask for the birthday.
Guest over 6 years ago in Clients & Groups 0 Completed

Add "Return to Contact Log" button to signed entries

After I sign a contact note, I often want to return to the contact log page, but I have to return to the "Notes" section and then click on the tab for "Contact log" again. Please add a return to contact log button to make this an easier workflow.
Guest about 5 years ago in Clients & Groups 0 Completed

Filter authorization reports to remove archived clients

Allow me to filter the authorization reports to include/exclude archived clients.
Guest over 1 year ago in Reporting 0 Completed

Stay on invoice after saving

If I'm working in a client's invoice and click "save", have it stay on the invoice instead of taking me back to the ledger.
Guest over 6 years ago in Billing & Payments 1 Completed

Include organization information in email sent to clients when secure message is received

I just saw what an email message looks like to alert a client that they have a secure message. It does look like it could be spam. The email notification should indicate the agency it is from or the therapist's name like the email does for creatin...
Guest over 5 years ago in Messaging & Notifications 3 Completed