Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1839 of 2019

3 VOTE

Select more than one problem in Wiley Treatment Planners

When creating a treatment plan using Wiley, allow me to select more than one problem. Sometimes a diagnosis involves multiple problems.

Guest almost 2 years ago in Notes & Cases 1 Will not implement

2 VOTE

Add verified date to client's insurer

When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.

Guest over 1 year ago in Billing & Payments 1 Future consideration

5 VOTE

Export Dynamic Form data to Excel

Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.

Guest about 3 years ago in Dynamic Forms / Reporting 1 Future consideration

8 VOTE

Access telehealth link from progress note

If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.

Guest about 5 years ago in Notes & Cases 1 Future consideration

10 VOTE

Make billing note box larger

It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents

Guest over 6 years ago in Billing & Payments 3 Future consideration

6 VOTE

Run Service Billing report by service date

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.

Guest almost 4 years ago in Reporting 2 Future consideration

5 VOTE

Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...

Guest about 3 years ago in Billing & Payments 1 Future consideration

9 VOTE

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.

Sheralyn Shockey-Pope almost 6 years ago in Reporting 3 Future consideration

3 VOTE

Filter Progress Note Signature Report by documents with no signatures

Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

Guest almost 2 years ago in Reporting 0 Future consideration

6 VOTE

Assign staff to case when appointment is scheduled

Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.

Guest almost 4 years ago in Notes & Cases 0 Future consideration

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