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
over 3 years ago
in Clients & Groups
3
Future consideration
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest
over 6 years ago
in Clients & Groups
2
Future consideration
Remove appointment end time from Month calendar view
Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the ...
Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest
about 5 years ago
in Notes & Cases
1
Future consideration
Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.
Cancel all client appointments if family appointment
If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.