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.
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.
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.
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.
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.
We work with minors whose parents/guardians have portal access with secure messaging. It would be helpful for admin and therapists to be able to send a mass message to all contact networks by being able to click All Contacts instead of listing eac...
Send a message to a client without the contact seeing
Currently the client contact network can only use secure messaging if given access to the client’s messages. I need to be able to send secure messages to both the client and the contact network without the contact network seeing the client’s messa...
Include location in email when appointment is scheduled
Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.