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Apply to copay when processing batch payments

When processing batch payments, allow me to apply the payment as a copay.
Guest about 2 years ago in Billing & Payments 1 Future consideration

View ERA payments by payer

Allow me to see ERA payments for each payer including the total amount and where the payment was allocated.
Guest about 1 year ago in Billing & Payments 2 Future consideration

Delete upcoming appointments when deactivating a staff member

Automatically delete any upcoming appointments when I deactivate a staff member.
Guest about 5 years ago in Practice Management & Administration 0 Future consideration

Add access to client General & Clinical Documents

The Client Portal has the client intake forms submitted as a pdf file to the General Documents section of TN, but the app has no way to access the document storage portions of the EHR. Ultimately, the app is of very little use unless you have a ...
Guest about 7 years ago in Clients & Groups 1 Future consideration

Change client pronouns in activity log

When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

Allow special characters in treatment plan interventions

When I create a treatment plan and type an intervention, allow me to include parentheses.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Require linked appointment when saving Progress Notes

As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
Guest about 5 years ago in Notes & Cases 2 Future consideration

Modify verbiage in eating disorder section of Wiley Treatment Planners

The eating disorders section of the Wiley Treatment Planners uses some terms that are problematic such as "obesity" and "BMI". Change these in the system so I don't have to edit them every time I create a treatment plan.
Guest about 3 years ago in Notes & Cases 2 Will not implement

Remove service type from synced calendars

Don't display the service type on synced calendar appointments.
Guest about 4 years ago in Calendar & Scheduling 2 Future consideration

Show which card was charged last when applying a payment

If a client has multiple saved credit cards on file, show me which card was charged last.
Guest about 3 years ago in Billing & Payments 3 Future consideration