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Save completed custom forms as PDFs

After we fill out and save a custom form for a client, allow me to save and download it as a PDF. Right now it doesn't save as a file type that we can send to insurance.
Guest over 3 years ago in Notes & Cases 0 Completed

Add Patient information to top of custom forms

Can you please auto-add the information such as insurance numbers and patient ID numbers to the custom forms, like it is on the daily SOAP notes. Otherwise the forms don't look professional and we'll have to add extra information to submit the eva...
Guest over 3 years ago in Notes & Cases 0 Completed

Navigate to the Payment by Clicking on the Status

It would be great if this could be changed: When clicking on the "in-process", "denied" or "paid" claim status, the link takes you to the Billing Tab and the section/status where the claim is. But it does not adjust the filter dates to take you ...
Guest almost 4 years ago in Billing & Payments 0 Completed

Batch Payments indicate when clients have a credit

The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have ...
Guest almost 4 years ago in Billing & Payments 0 Completed

Staff members per page

Ability to have more staff members on calander at one time. I have 17 therapist total. its a pain to have to tab to see more. Why limit it?
Guest over 7 years ago in Calendar & Scheduling 2 Completed

View write-offs and payments in Paid Invoice List View

It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old versi...
Guest almost 4 years ago in Clients & Groups 0 Completed

Add options to email reminders

I would like to begin using email reminders, but the current defaults don't fit my practice. My practice is 100% telehealth and because of this, I haven't actually spoken on the phone to many of my clients. Currently, the client is prompted to cal...
Guest over 7 years ago in Calendar & Scheduling 1 Completed

Include "Units" on Statements

Units appear on Invoices and Superbills, but not Statements -- even if Superbill-level details are added. This would be helpful for consistency across billing documents.
Guest about 4 years ago in Billing & Payments 0 Completed

Toggle between "paid" and "failed to process" for Submitted Claims

In the Submitted Claims section, it would be helpful to be able to change the status of a claim from "failed to process" back to "paid." It appears there is no way currently to register this change, if one realizes a claim was actually paid.
Guest over 8 years ago in Billing & Payments 1 Completed

Quotation Marks in Progress Notes

For some reason whenever I try to do quotation marks in the Mental Status section of the progress note, it automatically fills in something I don't want. For example, let's say I wanted to say Client reported feeing "sluggish and blah" in the Aff...
Guest about 4 years ago in Notes & Cases 0 Completed