Don't retroactively change diagnosis code if updated
Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but ...
Guest
almost 5 years ago
in Notes & Cases
10
Completed
Ability to set a default place of service in Organization Settings
Add the ability to set a default for place of service in my organization settings. Staff members could still manually override the default in the progress note or invoice, but in our admin settings I would pick which Place of Service option would ...
Display charge amount in payment processing window
The window for charging a credit card doesn't show the amount being charged. It would be helpful to verify that you are charging the correct amount before you complete the transaction.
Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
Select organization default place of service for telehealth appointments
Allow me to set whether telehealth appointments should default place of service 10 or 2 when turning the automatic telehealth place of service setting on for my organization.
Many of my clients do not go by their birth names due to gender transition or they prefer one that was a family given nickname. Billing still needs to go under legal name, but quickly finding them here would be easier if I could have nickname/chos...
Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)
The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.