Permission to allow staff member to remove their own signatures from signed notes
Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small ...
It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Customize restriction for portal scheduling/cancellations/reschedules
Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our ...
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log
Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log. Examples include: Appointment Scheduling: Actions: Appointment Created Activity Log: {Staff name} scheduled {Appointment details} appointment ...