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1. Provider App

Showing 1639

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 ...
Guest over 4 years ago in Calendar & Scheduling 6 Future consideration

Assign forms to certain employees

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

Assign backup clinician for emergencies

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.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Drag and drop files from other sources into client's documents

When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Schedule appointments for prospective clients

Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Allow only admins to view Retention Rate report

Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest about 2 years ago in Reporting 0 Future consideration

Report on demographics of clients served within a time period

Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest about 2 years ago in Reporting 1 Future consideration

Display name of progress note on document

If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest about 2 years ago in Notes & Cases 3 Future consideration

Change defaults when applying a payment

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.
Guest about 4 years ago in Billing & Payments 5 Future consideration

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure about 2 years ago in Notes & Cases 1 Future consideration