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 1636

4 VOTE

Edit multiple clients at once

Allow me to edit some of the fields found in the client's details for multiple clients at once.

Guest over 1 year ago in Clients & Groups 1 Future consideration

16 VOTE

Dynamic Client Search Engine

it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see ...

Guest almost 7 years ago in Clients & Groups 8 Future consideration

7 VOTE

Don't immediately send new appointment/changed appointment emails

When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.

Guest about 3 years ago in Calendar & Scheduling 5 Future consideration

7 VOTE

Create service types per provider

We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.

Guest about 3 years ago in Practice Management & Administration 4 Future consideration

11 VOTE

Running reports by specific client demographics

Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients ...

Guest almost 5 years ago in Reporting 0 Future consideration

6 VOTE

Automatic telehealth appointment creation for specific service types

Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.

Guest over 2 years ago in Practice Management & Administration 5 Future consideration

15 VOTE

Add organization email to intake forms

Have my organization's email address displayed at the top of intake forms.

Guest over 6 years ago in Practice Management & Administration 3 Future consideration

4 VOTE

Add my organization's website on invoices, superbills, and statements

Allow me to include my organization's website on invoices, superbills, and statements.

Guest over 1 year ago in Billing & Payments 1 Future consideration

7 VOTE

Label copays on invoices and statements

If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.

Guest about 3 years ago in Billing & Payments 1 Future consideration

2 VOTE

Bulk download staff documents

Allow clinical documents under the Staff profile to be downloaded in bulk.

Guest 11 months ago in Practice Management & Administration 2 Future consideration

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