Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest
over 3 years ago
in Clients & Groups
3
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
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
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
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.
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.
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 ...