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1. Provider App

Showing 1837 of 2013

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

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 over 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

Show line breaks in custom forms

The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Hide therapist's signed date from progress note

Allow me the option to hide the date I signed the progress note.
Guest over 4 years ago in Notes & Cases 0 Future consideration

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 about 6 years ago in Clients & Groups 2 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

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 about 6 years ago in Reporting 3 Future consideration