When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest
over 2 years ago
in Clients & Groups
1
Future consideration
Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.
Niki McKay
almost 2 years ago
in Billing & Payments
1
Future consideration
BCC additional emails when sending payment receipts
If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relat...
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest
over 3 years ago
in Notes & Cases
1
Future consideration
Populate co-insurance and deductible info in the invoice
make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deduct...
Kara Marshall
over 4 years ago
in Billing & Payments
1
Future consideration