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Client & Billing Details

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Allow clients to journal in client portal

Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
Guest almost 4 years ago in Client & Billing Details 3 Future consideration

Update name fields on client portal to "Preferred"

Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for cli...
Guest about 4 years ago in Client & Billing Details 1 Future consideration

Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
Guest almost 6 years ago in Client & Billing Details 0 Future consideration

Allow clients to fill out Additional Details in the Client Portal

The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.
Guest about 5 years ago in Client & Billing Details 2 Future consideration

Filter out insurance payments - Payment history

The ability to filter out insurance payments on the clients payment history.
Guest almost 4 years ago in Client & Billing Details 0 Future consideration

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