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Differentiate clients with the same initials

When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when th...
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration

Custom formatting for reminder emails

When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.
Guest about 2 years ago in Practice Management & Administration 0 Future consideration

Show uploaded profile picture in Telehealth session if video is turned off

I would like to be able to upload my photo in telehealth so that when using audio only there is a picture of me instead of the grey man
Guest over 4 years ago in Conducting Telehealth Sessions 0 Future consideration

Quicker way to mark multiple invoices as paid in client ledger

Allow me a quicker way to mark multiple invoices as paid in a client's ledger.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Add appointment status to the session units report

When running the Session Units report, allow me to view the appointment status.
Guest over 5 years ago in Reporting 1 Future consideration

Mark multiple invoices as paid in Batch Invoicing

When working in Batch Invoicing, allow me to mark multiple invoices as paid across multiple clients so I don't have to go into each client's ledger individually.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Batch invoicing by location

Allow me to select a location to bill for when creating batch invoices.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Copy secure messages over as a thread

Allow me to copy the entire secure message over as one thread rather than copy each message individually.
Guest about 2 years ago in Messaging & Notifications 1 Future consideration

Show preview of dynamic progress notes

When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Display client's pronouns in left sidebar

When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.
Guest about 2 years ago in Clients & Groups 1 Future consideration