Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1653

1 VOTE

Track pay period dates

Allow us to set up pay period dates so I can run the Payroll reports by those dates. Then I don't have to remember the dates off the top of my head or track them externally.

Jamie Kordich 5 months ago in Practice Management & Administration 0 Future consideration

2 VOTE

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.

Guest 10 months ago in Clients & Groups 0 Future consideration

13 VOTE

Add new name field to client details

Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...

Guest about 5 years ago in Clients & Groups 3 Future consideration

7 VOTE

Add rating scale as a dynamic form element

Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.

Guest almost 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

15 VOTE

Require diagnosis on Initial Assessment

If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sendin...

Guest almost 6 years ago in Notes & Cases 4 Future consideration

12 VOTE

Text notification for client portal messages

Send me a text notification when a client sends a message through the client portal.

Guest over 4 years ago in Messaging & Notifications 2 Future consideration

10 VOTE

Make gender identity a free-text field

When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.

Guest almost 4 years ago in Clients & Groups 3 Future consideration

11 VOTE

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...

Guest over 4 years ago in Billing & Payments 3 Future consideration

10 VOTE

Add portal messages to client's general documents

When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.

Guest almost 4 years ago in Messaging & Notifications 1 Future consideration

5 VOTE

Add copay to clients list

When viewing the Clients list, allow me to customize the grid to view the client's copay.

Guest almost 2 years ago in Clients & Groups 2 Future consideration

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