List resources for referring clients to other professionals
I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
Allow org admins to set a staff's calendar preferences
The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
about 2 years ago
in Clients & Groups
3
Future consideration
1
Future consideration
