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Display progress note status when creating invoices

When I create an invoice for a client, allow me to see if the progress note has been completed so know if I can submit the claim.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Add reason to the No Show Appointments report

When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
Guest almost 3 years ago in Reporting 1 Future consideration

Hide canceled and no-show appointments when creating batch statements

Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest almost 3 years ago in Notes & Cases 1 Future consideration

Add additional payer/responsible party

Allow me to add an additional payer/responsible party to a client that may pay a percentage or a ratio of the client's services. This could be worker's comp or a minor with two parents who are splitting the cost of services.
Guest over 3 years ago in Billing & Payments 6 Future consideration

Show write-offs on invoices and superbills

If I apply a write-off, have it displayed on the client's invoice.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Transfer invoice line items to another invoice

Allow me to transfer services, unapplied payments, payments, and credits from one invoice to another, or from one client's ledger to another client.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Add conditional logic to Dynamic Forms to show/hide elements

Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
Guest 12 months ago in Clients & Groups / Dynamic Forms 1 Future consideration

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.
Guest about 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Create a report that contains the names of the clients, Therapist and the date they were last archived.

Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest over 4 years ago in Reporting 1 Future consideration