ADD A NEW IDEA

2. Client Portal

Showing 127 of 2013

Remove Insurance Virtual Credit Card Payments from Client's Portal

Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.
Guest almost 3 years ago in Client Portal Payments 0 Future consideration

Title of submitted intake form to be titles of forms instead of shared form

I noticed when we have Patients fill out forms through the Portal, after they finish, the completed forms in the Patients documents are labeled “shared form” with a number after. Is there a way to alter the naming convention of this either after o...
Guest about 6 years ago in Intake Forms 0 Will not implement

Disable clients from scheduling appointments same day on client portal

When clients schedule appointments on the client portal, allow me to prevent them from scheduling appointments for the same day.
Guest over 4 years ago in Appointments & Scheduling 1 Already exists

Enter insurance information in client portal

Allow clients to enter their insurance information in the client portal.
Guest over 4 years ago in Client & Billing Details 0 Already exists

Customize portal appointment confirmation emails

When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
Guest over 4 years ago in Appointments & Scheduling 0 Future consideration

calendar search

Ability to see a list of client's scheduled appts past and future from the search feature in the calendar as in Google calendar vs being taken to the agenda. Much more efficient when scheduling additional appts.
Guest almost 6 years ago in Appointments & Scheduling 0 Already exists

Therapist permission to send intake and new forms

Allow therapists to "share new forms" and "resend intake forms" etc so that they can do this for yearly updates, or other times when necessary. There are times they need to obtain an additional parental consent, or other custom intake form we have...
Guest about 6 years ago in Intake Forms 0 Already exists