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Reduce file size of PDFs

When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Have certain forms always available on the portal

I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Show planned interventions from last note on client's chart

When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Sort client list by assigned staff

Allow me to sort the client list by the Assigned Staff column.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Limit staff view of appointments to cases

Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Multi-sorting in client list

Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Make religion a free-text field

When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Send reauthorization reminders to billers

Allow billers to receive reauthorization reminders without having to assign them to each client.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add emails when sharing forms to contact log

When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Indicate preferred contact method in prospective clients list

When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
Guest over 3 years ago in Clients & Groups 0 Future consideration