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Showing 2012 of 2012

Report on demographics of clients served within a time period

Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest almost 2 years ago in Reporting 1 Future consideration

Display name of progress note on document

If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest almost 2 years ago in Notes & Cases 3 Future consideration

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure almost 2 years ago in Notes & Cases 1 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 ...
Guest over 4 years ago in Calendar & Scheduling 6 Future consideration

Assign forms to certain employees

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 over 4 years ago in Notes & Cases 1 Future consideration

Schedule appointments for prospective clients

Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Assign backup clinician for emergencies

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.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Change defaults when applying a payment

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.
Guest about 4 years ago in Billing & Payments 5 Future consideration

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest about 2 years ago in Client Portal Payments 1 Future consideration

Claim tracking for paper claims

Allow me to mark which payers use paper claims and a way to track and manage those separately.
Guest over 5 years ago in Billing & Payments 2 Future consideration