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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 over 1 year ago in Calendar & Scheduling 1 Future consideration

Set default place of service per insurance payer

Allow me to set the default place of service for each payer because they all have their own requirements.
Guest over 4 years ago in Billing & Payments 2 Future consideration

Limit number of appointments per week and per day

Add a calendar preference that provides the clinician with the option to limit the number of sessions scheduled daily and weekly.
Guest over 4 years ago in Calendar & Scheduling 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 over 1 year ago in Calendar & Scheduling 1 Future consideration

Rename tabs in clients and cases

Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.
Guest over 3 years ago in Clients & Groups 1 Future consideration

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

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 over 1 year ago in Reporting 1 Future consideration

Include option to view start time only on Calendar

Change it back or give us the option on the calendar view so we do NOT see both start and end times of appointments leading the client names being hidden/unviewable due to the times taking up all the space.
Guest over 4 years ago in Calendar & Scheduling 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

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