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Save created dynamic form elements

When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.

Guest about 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

3 VOTE

Display special characters/other languages on intake forms

We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.

Guest about 3 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Select staff when creating new invoices under batch invoicing

When using Batch Invoicing and creating new invoices, allow me to select multiple staff members instead of just one or all.

Guest about 3 years ago in Billing & Payments 5 Future consideration

2 VOTE

Add sales tax to an invoice

Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.

Guest about 2 years ago in Billing & Payments 1 Future consideration

2 VOTE

Clickable link in appointment notes

If I add a link to the notes field in a client's appointment, make it clickable so I don't have to copy and paste it into my browser.

Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

Keep Signature History in Progress Notes

I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appoin...

Guest over 3 years ago in Notes & Cases 0 Future consideration

3 VOTE

View account balance on practice website

Allow my clients to view their account balance on my practice's website without having to log into their portal.

Guest over 3 years ago in Practice Management & Administration 2 Future consideration

4 VOTE

Groups - delete members from appointments

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...

Guest over 4 years ago in Clients & Groups 2 Future consideration

4 VOTE

reschedule appointment from client chart

Instead of delete being the only option when viewing appointments in the client's chart, please add Reschedule or Cancel as options.

Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

4 VOTE

Email Progress Update to Referral Source

It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client ...

Guest over 4 years ago in Clients & Groups 0 Future consideration

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