Add list of therapists to be displayed in contact log if relationship is set to therapist
When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa
9 months ago
in Notes & Cases
0
Future consideration
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.
Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments
After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie
over 1 year ago
in Billing & Payments
0
Future consideration
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
Disallow input of non-approved items in mental status exam section
Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas
9 months ago
in Notes & Cases
0
Future consideration