Add a calendar preference to display client first initial and last name in user profile and settings
Please allow for "show only first initial and last name" on preferences along with the option of "show only client initals in synced calendars" for calendar options in profile and settings.
Alert staff when files are added to client Clinical Documents and Staff Documents
It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
Allow me to choose how often the billing automation features run. Currently they run every night, and we'd like for them to run more frequently so we can get claims out the door faster.
Starlain Saldana
about 1 year ago
in Billing & Payments
1
Future consideration
Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
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.
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...