Separate canceling and rescheduling settings for the client portal
Right now the client's ability to cancel or reschedule an appointment through the client portal is one setting. Make these separate so we can allow clients to cancel but not reschedule, or vice versa.
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
over 5 years ago
in Billing & Payments
0
Future consideration
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest
almost 4 years ago
in Clients & Groups
3
Future consideration
If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scrol...
Guest
over 4 years ago
in Notes & Cases
2
Future consideration
Allow admin/non-prescribers quicker access to e-Prescribe
As someone who registered as an admin for e-prescribe without prescribing, allow me quicker access to the e-prescribe platform. Right now I have to go into a client's chart and manage their medications to open e-prescribe.
Guest
over 1 year ago
in E-Prescribe
1
Future consideration