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Change service type selection when scheduling appointment via client portal

When a client schedules an appointment through the client portal, they have to select a service type. Most of our clients don't understand what the service types mean. Also, there could be a lot of service types to choose from since this is set at...
Guest almost 6 years ago in Calendar & Scheduling 8 Future consideration

Download intake paperwork directly to Clinical Docs

Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so...
Guest over 5 years ago in Practice Management & Administration 1 Future consideration

View DOS and invoice number for unapplied payments from an ERA

When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...
Guest 5 months ago in Billing & Payments 0 Future consideration

Move diagnosis code to client details

Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a n...
Guest over 3 years ago in Clients & Groups 5 Future consideration

View EOB from ERA Received claim tab

Allow me to print the EOB from the ERA Received claim tab.
Guest over 4 years ago in Billing & Payments 3 Future consideration

Report on all emails sent to clients

Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest about 2 years ago in Reporting 1 Future consideration

Organization branding for client portal

Allow me to customize the look of the client portal so it matches the branding for our organization.
Guest about 4 years ago in Practice Management & Administration 2 Future consideration

Display more recurring appointments when loading full history

When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
Guest over 3 years ago in Clients & Groups 10 Future consideration

Indicate if intake forms are missing

Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
Guest over 3 years ago in Calendar & Scheduling 5 Future consideration

Document communication in prospective clients list

When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
Guest over 3 years ago in Clients & Groups 1 Future consideration