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blocked time a different color on calendar

It would be really nice to have the ability to have the background color of blocked time (or non-client appointments) a different color. What I'd love is to be able to glance at the calendar and see the shape of my day (such as being able to pick ...
Laura Ely almost 4 years ago in Calendar & Scheduling 4 Future consideration

Store received intake forms individually instead of bundled as one PDF

When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.
Guest over 5 years ago in Clients & Groups 12 Future consideration

Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.

Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid. I know that if we bill the amount ...
Guest almost 7 years ago in Billing & Payments 0 Future consideration

Select email address when sending superbill

If I see a patient (child) but send their superbill via email to another person (parent), I would like to have email addresses for both in my database. When I go to email superbill, it would help if I could pick which email address from a drop-dow...
Guest almost 10 years ago in Billing & Payments 3 Future consideration

Display insured ID # in left sidebar when viewing client details

When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest almost 3 years ago in Clients & Groups 3 Future consideration

Allow org admins to unlock approved progress notes

As an org admin, allow me to unlock progress notes that have already been approved in case further edits need to be made. Similarly to how I can remove signatures from signed progress notes.
Thomas The Test Engine over 2 years ago in Notes & Cases 0 Future consideration

Edit existing referral sources

I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral so...
Guest over 7 years ago in Practice Management & Administration 5 Future consideration

Include Group Notes to Supervisory review

Supervisors to receive notifications to review and co-sign the group notes under the "Group Note and Attendance" tab in the same way the individual progress notes in the "Progress Notes" tab do.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Print/export service types

Allow me to print or export a list of my organization's service types.
Guest almost 2 years ago in Practice Management & Administration 0 Future consideration

Notify admins of information changes in client portal

As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).
Guest over 4 years ago in Messaging & Notifications 1 Future consideration