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Show created date when viewing initial assessment

When viewing a client's initial assessment, allow me to see the date the document was created so I don't have to go into print mode just to view this information.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Make appointment notes more obvious

Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointm...
Guest over 4 years ago in Calendar & Scheduling 3 Future consideration

Search by client ID when creating an appointment

When creating an appointment, allow me to search by the client ID in addition to the client's name.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Sort client list by first name

Allow me to sort the client list by their first name.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Share availability with clients outside of client portal

Allow me to share my availability with my clients without having them log into the client portal.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Add special characters to progress note addendums

Allow me to add special characters to addendums in progress notes.
Guest 11 months ago in Notes & Cases 1 Future consideration

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Report on claim processing fees

Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
Guest almost 2 years ago in Reporting 1 Future consideration

Show zero dollar amounts on statements

Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
Sara McClure over 2 years ago in Billing & Payments 0 Future consideration

Add "Start Time" and "End Time" labels to printed progress notes

Add labels to the time that is displayed on the printed progress note, such as "Start Time" and "End Time" so that it's clearer to payers.
Guest over 3 years ago in Notes & Cases 1 Future consideration