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Mental status drop-down list

When completing the Mental Status section of a progress note, bring back the drop-down lists that appeared under certain fields. It helped me ensure the text I was inputting was appropriate to the field.
Guest over 3 years ago in Notes & Cases 18 Completed

Expand client's video in a telehealth session

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...
Austin Rogers over 4 years ago in Conducting Telehealth Sessions 16 Completed

Create report for client's contact information

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.
Guest about 8 years ago in Reporting 12 Completed

Notification of Credit Card about to Expire

Send admins a notification when a client's credit card is about to expire.
Guest about 6 years ago in Billing & Payments 7 Completed

Automatically change Time Zones for clients when creating appointment

With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military ser...
Guest over 6 years ago in Appointments & Scheduling 11 Completed

Allow sorting in the client list

Currently the columns in the client list can't be sorted. It would be nice to be able to sort ascending/descending alphabetically, balance due, etc.
Guest about 7 years ago in Clients & Groups 15 Completed

Add client's diagnoses as form element in dynamic forms

When creating a dynamic form, allow me to include a form element for the client's diagnoses.
Guest almost 3 years ago in Notes & Cases 2 Completed

Upload image file as signature

Allow me to upload a jpeg or image file of my actual signature and use that for signing notes.
Guest about 11 years ago in Practice Management & Administration 13 Completed

Ability to put in insurance payments as a batch and apply to multiple client invoices

Sometimes an insurance payment will be for more than one client. I think it would save time and eliminate user error if there was a way to input a batch insurance payment and be able to apply it to invoices of multiple clients.
Guest over 9 years ago in Billing & Payments 21 Completed

Add multi-select form element

Allow me to add a form element to Dynamic Forms that allows me or the client to check multiple options under a question.
Guest almost 3 years ago in Clients & Groups 15 Completed