Remove appointment end time from Month calendar view
Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the ...
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.
Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
Download list of invoices from Process Existing Invoices tab in Batch Invoicing
It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.
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.
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
Sara McClure
almost 2 years ago
in Billing & Payments
0
Future consideration
6
Future consideration
