Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
Select organization default place of service for telehealth appointments
Allow me to set whether telehealth appointments should default place of service 10 or 2 when turning the automatic telehealth place of service setting on for my organization.
Many of my clients do not go by their birth names due to gender transition or they prefer one that was a family given nickname. Billing still needs to go under legal name, but quickly finding them here would be easier if I could have nickname/chos...
The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.
Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)
Allow me to set a default view for my schedule. For example, allow me to have my calendar default to week view instead of having it default to the agenda view.
We would like to be able to have a report that could give us all of our clients contact information. Example: If we could get a report with all of our clients emails so we could send them our company newsletter at the same time.
Right now if you click full screen, the client is a small box in the middle rather than the whole monitor such as in any of the other video conferencing platforms. This would actually be the difference maker in me being able to offer more EMDR ses...
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