Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
Guest
over 9 years ago
in Clients & Groups
2
Future consideration
Send confirmation to client if they confirm or cancel through a text reminder
If a client receives a text reminder and they confirm or cancel through the reminder, send them a confirmation that they have confirmed or canceled their appointment because sometimes they cancel and then show up to their appointment.
Allow me a quick way to find open timeslots for appointments. When scheduling new patients it can be difficult to find the next available appointment time because of the number of providers we have.
Default client's intake date field to date of completed initial assessment
We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened n...
Guest
about 5 years ago
in Notes & Cases
4
Future consideration
The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest
almost 7 years ago
in Reporting
1
Future consideration
6
Future consideration
4
Future consideration
