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Line up designated therapist colors in the calender

Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...
Guest over 4 years ago in Calendar & Scheduling 2 Future consideration

Permission to upload files

As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.
Guest about 2 years ago in Practice Management & Administration 0 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 over 3 years ago in Practice Management & Administration 1 Future consideration

Show which progress notes have an addendum

When viewing a client's list of progress notes, allow me to see which notes have an addendum.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Add special characters to progress note addendums

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

Set payment override amount by service type

Allow me to set a payment override amount based on service type, rather than having it apply to all service types.
Shaelene Lauriano over 6 years ago in Billing & Payments 3 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 over 3 years ago in Notes & Cases 1 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 over 3 years ago in Billing & Payments 3 Future consideration

Change how data is displayed in staff billing report CSV

When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest over 3 years ago in Reporting 1 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest about 1 year ago in Billing & Payments 0 Future consideration