1. Provider App

After signing a note I can't return to the notes section easily. I have to click on the sidebar, then the case, then the progress notes tab. When I have to do this three times for a couples note (with group note and individual progress notes) it g...

Allow me to filter the authorization reports to include/exclude archived clients.

As an administrator at my organization, I want to be able to set whether therapists can be double-booked rather than therapists being able to control this setting on their own.

It would be very helpful to be able to See the INVOICE number in the Ledger. Many clients send checks and reference invoice number only, not DOS and emails requesting information about a specific Invoice but no DOS. You have to look at every open ...

When viewing the claims awaiting submission, allow me to sort by the service date.

would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna

It would be great if we could see our "Calendar/Preferences and Availability" in a calendar view.

There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s...

Currently, when a credit card charge is refunded the original payment is deleted from ledger (for unapplied payment) or invoice (if applied payment). We want to keep a record of both (A) the original CC charge and (B) the refund. They should both ...