Create telehealth link when confirming appointment from the portal
When a client schedules a telehealth appointment from the portal, have the link created when I confirm the appointment so I don't have to edit the appointment and click the Telehealth checkbox.
many times we archive clients that have not been seen in a while. When they contact us to be seen again, it would be nice to be able to see their details without underachieving.
Almost all fields in the custom forms and new dynamic forms allow the creator to "require an answer" except the dropdown fields. Please add this option so that patients are required to make a choice among the dropdown options.
Guest
over 4 years ago
in Notes & Cases
16
Completed
Create a report showing clients with no appointments scheduled
It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my cli...
Guest
almost 8 years ago
in Reporting
14
Completed
Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans in...
As a biller, it is essential that we can document zero dollar payments from insurance as part of the client's ledger. This is often the documentation we need to then bill a secondary insurance. Note of zero dollar payment should be able to have pa...
Add the ability to take an old custom form out of circulation without deleting all the same type of custom forms that have been filled out and are filed in active consumers charts
Guest
over 6 years ago
in Notes & Cases
22
Completed
Include specifiers and modifiers of diagnoses to Diagnosis section of assessment
It would be helpful to have additional fields in the diagnosis section so that we can include specifiers and modifiers of diagnoses as required by the DSM 5. This field could also be used to note if the diagnosis is provisional or a rule/out diagn...
Guest
about 9 years ago
in Notes & Cases
11
Completed
14
Completed
11
Completed
