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Display location on appointment blocks in calendar

When viewing appointments on the calendar, have the location displayed on the appointment block so I know where my therapists are or where I need to be without having to open the appointment.
Guest over 6 years ago in Calendar & Scheduling 6 Future consideration

Remove reply-to email when sending invoices and statements

Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper almost 5 years ago in Billing & Payments 0 Future consideration

Payroll Report by Assigned Staff

Is it possible to have the Payroll Report have an option to show by Assigned Staff? A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest over 4 years ago in Reporting 3 Future consideration

Separate supervisory review setting for progress notes and treatment plans

Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
Guest over 4 years ago in Practice Management & Administration 4 Future consideration

Notification for client texts

Notify me when a client responds to a text I send.
Guest over 1 year ago in Messaging & Notifications 2 Future consideration

Text notification when client schedules an appointment through client portal

As a provider, I want to receive a text notification if a client requests an appointment through the client portal.
Guest over 6 years ago in Messaging & Notifications 3 Future consideration

Show original reference number on rejected claim tab

When viewing the Rejected/Denied claim tab, allow me to view the original reference number.
Guest about 2 years ago in Billing & Payments 2 Future consideration

View set payment amount on clients list

Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
Guest over 6 years ago in Clients & Groups 2 Future consideration

Save portal invitations and new form messages to the contact log

When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Add automatic signature line and ability to highlight and copy text from messages in secure inbox

It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go ...
Guest over 4 years ago in Messaging & Notifications 0 Future consideration