Practice Management & Administration

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Guest almost 3 years ago in Practice Management & Administration 7 Future consideration

Assign "view only" permissions staff members

Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...

Guest over 10 years ago in Practice Management & Administration 3 Future consideration

18 VOTE

Electronic New Hire Paperwork

Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment. Create an HR level permission with - and separate from- Administrative.

Guest over 5 years ago in Practice Management & Administration 0 Future consideration

7 VOTE

Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

2 VOTE

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 ...

Cindy Hooper 8 months ago in Practice Management & Administration 0 Future consideration

15 VOTE

Add date of payout to payroll report

Add date of payout to therapist in the payroll report

Guest about 5 years ago in Practice Management & Administration 4 Future consideration

6 VOTE

Group Tasks

We would like to be able to have "Group Tasks"

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

6 VOTE

Add staff email as an available placeholder for reminder templates

Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.

Guest about 2 years ago in Practice Management & Administration 3 Future consideration

11 VOTE

Track staff license expiration

Allow me to track when a staff member's license expires so I can make sure to follow up with them and update it in the system.

Guest almost 4 years ago in Practice Management & Administration 4 Future consideration

14 VOTE

See the client portal from the client's view

Allow me to see the client portal from the client's perspective so if a client has a question we can help them.

Guest almost 5 years ago in Practice Management & Administration 2 Future consideration

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