Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a n...
Guest
about 4 years ago
in Clients & Groups
5
Future consideration
When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
Guest
over 3 years ago
in Clients & Groups
7
Future consideration
Allow me to add multiple copays for an insurance plan. Sometimes the copays are different for in-person vs telehealth, or individual vs. family sessions and we need to charge the client correctly.
Guest
over 4 years ago
in Clients & Groups
7
Future consideration
Allow me to add more than one authorization number for a client. We get separate authorization numbers for each service type we use and I need to be able to link the auth number to the service type for the appropriate invoice.
Guest
almost 4 years ago
in Clients & Groups
4
Future consideration
Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
Guest
over 3 years ago
in Clients & Groups
9
Future consideration
As an organization connected to Stripe for payment processing, allow me to sort the Clients List by Payment Method on File so I can quickly see who doesn't have a credit card on file.
Steven Clemons, Jr.
11 months ago
in Clients & Groups
0
Future consideration
Document communication in prospective clients list
When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
5
Future consideration
