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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 almost 6 years ago in Clients & Groups 2 Future consideration

Send a copy of a client's statement to other staff members

When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Set order of CPT codes on claims

Allow me to set the order for how the CPT codes should be displayed on claims.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Training library for staff based on permission level

Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...
Thomas The Test Engine about 2 years ago in Practice Management & Administration 0 Future consideration

Display client's first name and last name in separate columns on reports

Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest almost 6 years ago in Reporting 3 Future consideration

Report on active payers

Allow me to run a report to see the active payers we had in a time period and how many clients had each payer.
Guest over 1 year ago in Reporting 0 Future consideration

Organization document library

Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...
Guest over 3 years ago in Notes & Cases 2 Future consideration

Notify contact network of appointment changes

If I change or cancel a client's appointment, send a notification to the client's contacts in their contact network.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

Opt out of chat messages when a user is deactivated

When a staff member is deactivated, a message pops up in our practice chat saying the staff member has left the conversation. Allow me to opt out of having these displayed because they clutter our chat.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Add contact to prospective clients list

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 almost 3 years ago in Clients & Groups 1 Future consideration