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View set payment amount on clients list

Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
Guest over 6 years ago in Clients & Groups 2 Future consideration

Remove reply-to email when sending invoices and statements

Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper about 5 years ago in Billing & Payments 0 Future consideration

Display initial assessment addendums at the top

If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scrol...
Guest over 4 years ago in Notes & Cases 2 Future consideration

Payroll Report by Assigned Staff

Is it possible to have the Payroll Report have an option to show by Assigned Staff? A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest over 4 years ago in Reporting 3 Future consideration

Download list of invoices from Process Existing Invoices tab in Batch Invoicing

It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
Guest over 1 year ago in Billing & Payments 2 Future consideration

Enter service type in progress note without requiring appointment

Allow me to create a progress note and attach a service type without having to attach the progress note to an appointment.
Guest almost 6 years ago in Notes & Cases 1 Future consideration

Disable allowing clients to cancel via text reminders

Allow me to disable allowing clients to cancel and confirm appointments through the text reminders they receive.
Guest about 5 years ago in Messaging & Notifications 4 Future consideration

Separate supervisory review setting for progress notes and treatment plans

Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
Guest over 4 years ago in Practice Management & Administration 4 Future consideration

Add ability to show/hide archived service types in reports

Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills about 6 years ago in Reporting 3 Future consideration

Add automatic signature line and ability to highlight and copy text from messages in secure inbox

It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go ...
Guest over 4 years ago in Messaging & Notifications 0 Future consideration