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Add a General Documents tab at the practice level

There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Add notes field to staff details

When viewing a staff member's details, have a section where I can add notes related to that staff member.
Guest about 3 years ago in Practice Management & Administration 2 Future consideration

Deductible Report

At the beginning of the calendar year, patient's deductibles reset. It would be great to be able to quickly identify these patients through a report, etc.
Guest over 4 years ago in Billing & Payments 2 Future consideration

Make hour lines on the calendar darker

Make the lines that separate the hours on the calendar darker so it's easier to read my scheduled.
Guest about 3 years ago in Calendar & Scheduling 1 Future consideration

Include thumbnail when in full-screen mode in telehealth session

If I'm working with a client and use the full-screen option, allow me to still have a thumbnail of my video as well.
Guest about 2 years ago in Conducting Telehealth Sessions 0 Future consideration

Display current time when in full-screen during a telehealth session

It would be nice if the current time was displayed when I'm using the full-screen mode in a telehealth session so I know when it's time to start winding down my session.
Guest about 2 years ago in Conducting Telehealth Sessions 0 Future consideration

Add address to prospective clients list

When adding a prospective client allow me to input their address.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.
Guest about 1 year ago in Billing & Payments 1 Future consideration

Allow clients to fill out Additional Details in the Client Portal

The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.
Guest over 5 years ago in Client & Billing Details 2 Future consideration

Navigation to notes requiring approval

Allow me a way to navigate to notes that require my approval in case I accidentally clear the alert.
Guest about 3 years ago in Notes & Cases 1 Future consideration