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Intake forms

Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
Guest over 5 years ago in Clients & Groups 1 Already exists

Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.
Guest over 2 years ago in Billing & Payments 0 Already exists

Allow Client Search when booking from calendar

Allow Client Search when booking from calendar (See attachment)
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

CLIENT PHONE NUMBERS VISIBLE ON AGENDA

It would be helpful to see client phone numbers on the agenda page. This is because when I am looking at their status (if they confirmed their appointment or not) if they have not confirmed or cancelled, I can call them from the agenda page withou...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

It would be helpful when running a Progress Note Signature Report Status Filter

It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest almost 6 years ago in Reporting 0 Already exists

secure text chatting with clients is needed

I need to have a way for clients to text me that is more secure than my phone. With remote (Telemental Health). It is very important to have this feature. As a sole proprietor it is even more important. Thoughts?
Guest almost 6 years ago in Messaging & Notifications 0 Already exists

email confirmation

I would like the ability for an automated appointment confirmation to be sent by email at the time the appointment is made
Guest about 3 years ago in Messaging & Notifications 0 Already exists

email for client portal

It would be helpful, particularly for juvenile clients with siblings, to have the client portals linked for siblings or being able to use the same login email for more than one account. Right now, client's parents cannot have access to both their ...
Guest over 3 years ago in Messaging & Notifications 0 Already exists

Allow non-administrators to invite clients to client portal

No description provided
Guest over 3 years ago in Practice Management & Administration 0 Already exists

Sex Assigned at Birth + Standard Intake Form

I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male." See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
Guest over 3 years ago in Clients & Groups 0 Already exists