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

11 VOTE

View deactivated staff name under assigned staff in client list

We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.

Guest almost 5 years ago in Clients & Groups 3 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

5 VOTE

View all clinical notes and contact log entries

Have a place where I can view all clinical documentation (assessments, progress notes, and treatment plans) and contact notes in chronological order.

Guest about 2 years ago in Notes & Cases 4 Future consideration

13 VOTE

Fill Box 19 on CMS 1500 Form

Allow me to fill in Box 19 on a client's claim.

Guest over 5 years ago in Billing & Payments 4 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

Report on eligibility checks

Allow admins to run a report to see who performed an eligibility check and on which clients.

Guest almost 2 years ago in Reporting 2 Future consideration

9 VOTE

View primary payer on appointment block

Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.

Guest almost 4 years ago in Calendar & Scheduling 5 Future consideration

5 VOTE

View appointment status on printed agenda

Show the appointment status when I print the Agenda so I distinguish the canceled and no-show appointments.

Guest about 2 years ago in Calendar & Scheduling 2 Future consideration

1 VOTE

Add the ability to link multiple Progress Notes to Appointments

Add the ability to link multiple Progress Notes to Appointments. This ability would be helpful in the situation where clinics utilize progress notes and psychotherapy notes as methods of documentation for each appointment/session.

Jonathan Pinney 5 months ago in Notes & Cases 0 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

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