Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments
After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie
over 1 year ago
in Billing & Payments
0
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 ...
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
almost 5 years ago
in Notes & Cases
1
Future consideration
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.
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest
over 6 years ago
in Clients & Groups
2
Future consideration