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 1861 of 2045

7 VOTE

Mark all mental status fields as "NA"

Allow me to mark all the mental status fields in a progress note as "NA", similarly to how I can mark all as "Within Normal Limits".

Guest over 3 years ago in Notes & Cases 5 Future consideration

9 VOTE

prevent phone calls from interrupting video session

It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.

Christine Wheeler over 4 years ago in Clients & Groups 0 Future consideration

7 VOTE

Add tag or status to prospective clients

Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.

Guest over 3 years ago in Clients & Groups 2 Future consideration

2 VOTE

Bulk download staff documents

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

Guest about 1 year ago in Practice Management & Administration 2 Future consideration

5 VOTE

Show refunds on statements

When printing a client's statement, show any refunds that were applied.

Guest over 2 years ago in Billing & Payments 2 Future consideration

2 VOTE

Individual service type for group clients

It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc. When invoices are auto generated then we must delete all tho...

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

19 VOTE

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.

Guest almost 10 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

6 VOTE

Set default rendering provider for self-pay clients

Allow me to set a default rendering provider for self-pay clients so that the rendering provider can appear on invoices. Right now I can only set a default rendering provider for clients that use insurance.

Guest about 3 years ago in Billing & Payments 2 Future consideration

2 VOTE

Allow clients to update the "Service Type" when rescheduling appointments

Allow clients to change the "Service Type" when rescheduling appointments from the client portal.

Guest about 1 year ago in Calendar & Scheduling 1 Future consideration

2 VOTE

Add service type to the credit card report

When viewing the report of credit card charges, allow me to see the service type associated with the charge.

Guest about 1 year ago in Reporting 1 Future consideration

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