Filter fully paid and in progress claims out of batch processing
In batch processing add the ability to filter claims that are fully paid, or in progress. Currently all claims show up in batch processing. It would be helpful if only the not submitted/paid ones showed.
Add DSM criteria to presenting problem in the initial assessment
It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.
Guest
4 months ago
in Notes & Cases
0
Future consideration
When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
Guest
about 3 years ago
in Clients & Groups
7
Future consideration
Create and send dynamic forms to clients that aren't intake
Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.
Add appointment staff to claims awaiting submission
Allow me to see the appointment staff from Claims Awaiting Submission so if I have a question about the DOS or need the progress note completed I know who to reach out to.
Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.
3
Future consideration
