When I click the icon to start a chat, I am asked to fill in several fields including a description of my issue. If no one is available to chat, then I get a message back indicating that & everything I typed on the previous screen is gone. Ple...
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
Sara McClure
over 2 years ago
in Billing & Payments
0
Future consideration
Many of our clinicians charge different rates and have different cancellation rates. Allow me to configure my organization's cancellation policy to setup different rates for each staff member.
Request non-client appointments/events with other staff
I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
When viewing the calendar for a specific day and clicking the "New Appointment" button, have the appointment appear for the day I am viewing rather than defaulting to the current (today's) date.
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
about 5 years ago
in Reporting
0
Future consideration