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Showing 2013 of 2013

Make billing note box larger

It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
Guest over 6 years ago in Billing & Payments 3 Future consideration

Fill box 14 for Medicare claims

Allow me to edit the claim or have TheraNest pull over information so box 14 is filled out.
Guest about 3 years ago in Billing & Payments 2 Future consideration

Change verbiage on portal signup page if invitation was sent

If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
Guest almost 2 years ago in Client Account Management 1 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Sheralyn Shockey-Pope over 5 years ago in Reporting 3 Future consideration

Create new claim tab after paid/processed

Create a new claim tab after the Paid/Processed tab that I can move claims into manually once I've verified that they've actually been paid.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest about 3 years ago in Clients & Groups 3 Future consideration

Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Initial Assessment signature report

Create an initial assessment report similar to the Progress Notes signature report that will provide a snapshot of what assessments have/have not been signed.
Guest over 6 years ago in Notes & Cases 4 Future consideration

Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".
Guest about 3 years ago in Clients & Groups 1 Future consideration

Hide form name on dynamic forms

Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
Guest over 2 years ago in Clients & Groups / Dynamic Forms 2 Future consideration