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Messaging & Notifications

Showing 130 of 2013

Schedule secure messages

After I write a secure message, allow me to set a time for when it should be sent to the client. I may want to write a message today, but not have it sent until tomorrow and I don't want to forget.
Guest about 3 years ago in Messaging & Notifications 3 Future consideration

Notify me of outstanding balances

Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
Guest almost 3 years ago in Messaging & Notifications 1 Future consideration

Notify admins of information changes in client portal

As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).
Guest over 4 years ago in Messaging & Notifications 1 Future consideration

Customize first appointment email

Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.
Guest over 7 years ago in Messaging & Notifications 1 Future consideration

Billing alerts

Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.
Tami Allen over 4 years ago in Messaging & Notifications 2 Future consideration

Send invoices and superbills via secure message

Allow me to send the client's invoice or superbill via a secure message.
Guest over 2 years ago in Messaging & Notifications 2 Future consideration

Add portal messages to client's general documents

When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Text notification for client portal messages

Send me a text notification when a client sends a message through the client portal.
Guest over 4 years ago in Messaging & Notifications 2 Future consideration

Specify who receives notifications for portal payments

When a client makes a payment on the portal, the staff member assigned to the invoice will receive a notification. Allow me to specify who receives this notification because we only need certain people to be notified.
Guest almost 4 years ago in Messaging & Notifications 2 Future consideration

Only notify clients if appointment is rescheduled

If I have the setting turned on to notify clients when an appointment is rescheduled, then only send the notification if the appointment status is changed to "Rescheduled". Right now a notification is also sent if we adjust the appointment time (b...
Guest 5 months ago in Messaging & Notifications 0 Future consideration