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Show client ID rather than initials on calendar

When I have the setting to only show the client initials on the calendar, allow me to show the Client ID instead.
Guest over 1 year ago in Calendar & Scheduling 7 Future consideration

Add ability to create progress notes and view linked notes from client Appointments list

I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
Guest almost 8 years ago in Clients & Groups 29 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest over 4 years ago in Appointments & Scheduling 27 Future consideration

Display Appointment Cancellation/No Show Fees in Client Ledger

Display Appointment Cancellation/No Show Fees in Client Ledger to allow Staff to review outstanding fee balances without creating Invoice(s).
Admin RWWC 29 days ago in Billing & Payments 0 Future consideration
110 VOTE

Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
Guest almost 9 years ago in Clients & Groups 8 Future consideration

Status for forms sent through the Client Portal

Display a status for client portal forms to display the stage in which the form is in.
Guest 5 months ago in Practice Management & Administration 1 Future consideration

Designate clients as private pay

Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
Guest over 7 years ago in Clients & Groups 9 Future consideration

Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log

Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log. Examples include: Appointment Scheduling: Actions: Appointment Created Activity Log: {Staff name} scheduled {Appointment details} appointment ...
Cindy Hooper about 1 month ago in Practice Management & Administration 0 Future consideration

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest almost 2 years ago in Clients & Groups 3 Future consideration
102 VOTE

Bill with contracted rates per payer and service with automatic write-offs

Have the contracted rates set up with the payer override the balance due on new invoices and the difference between the contracted rate and the billed amount should be automatically written off.
Guest over 8 years ago in Billing & Payments 21 Future consideration