Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest
over 2 years ago
in Notes & Cases
2
Future consideration
Make it possible to filter clients by insurance type and within that by age, gender, etc.
For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...
Guest
over 9 years ago
in Clients & Groups
0
Future consideration
Change symbols in paid column in Payroll by Rendering Provider report
Change the default setting under the Paid column in the Payroll by Rendering Provider report. The check mark that's displayed by default makes it seem like the provider has already been paid even though they haven't.
Cherelle Brown
11 months ago
in Reporting
0
Future consideration
Display transaction details for payments throughout client Ledger
The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when...
Christina Edrington
over 5 years ago
in Billing & Payments
3
Future consideration
I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest
about 6 years ago
in Clients & Groups
3
Future consideration
Add DSM criteria to presenting problem in the initial assessment
It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.
Guest
11 months ago
in Notes & Cases
0
Future consideration
We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...