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1. Provider App

Showing 1837 of 2013

Create all the day's invoices from the Agenda

Allow me a quick way to create all the invoices from today's appointments from the Agenda.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Rearrange navigation

Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Add copy from last session in group notes

When I'm completing a group note, allow me to copy the group note from the previous session.
Guest over 2 years ago in Notes & Cases 0 Future consideration

Add client notes to client list

Allow me to customize the client list grid so I can include the client notes from the client details page.
Guest over 4 years ago in Clients & Groups 1 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 almost 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 almost 2 years ago in Reporting 1 Future consideration

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

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

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 almost 2 years ago in Notes & Cases 3 Future consideration