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Edit invoices dated prior to 2021

Allow me to edit invoices that are dated prior to 2021.
Guest over 2 years ago in Billing & Payments 0 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 almost 4 years ago in Billing & Payments 1 Future consideration

Add how client contacted us to prospective clients list

When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).
Guest over 3 years ago in Clients & Groups 0 Future consideration

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

Set which staff receive treatment plan reminders

Allow me to set which staff members need to receive a treatment plan reminder for a client instead of the reminder going to all assigned staff.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Document if the client owed amount has been sent to collections

Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Add count on rejected claim tab

When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
Guest over 4 years ago in Billing & Payments 2 Future consideration

Discharge client from group

It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
Guest 8 months ago in Clients & Groups 1 Future consideration

Allow calendar appointments to be changed from single staff to multi staff after hitting save

When I need to change an appointment by adding a staff member to an existing appointment, the only way to do this is to delete the appointment and make a new one. Especially for reoccurring appointments, this is frustrating! I work with students w...
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Display client's first name and last initial when receiving text response notifications

As an admin, when I receive a text message that a client has responded to an appointment reminder it only displays the client's first and last initial. Instead, display the client's full first name and last initial. I work with hundreds of clients...
Guest over 3 years ago in Messaging & Notifications 1 Future consideration