All ideas

Showing 1756

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

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

2 VOTE

Create case forms for specific cases

When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.

Guest over 2 years ago in Notes & Cases 1 Future consideration

1 VOTE

Define problem field in the invalid organization address notice

When I get an error message that something is wrong with my organization's address, tell me exactly what's wrong in the message so I know what to fix when I get to that page.

Guest about 1 year ago in Practice Management & Administration 0 Future consideration

5 VOTE

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.

Guest about 6 years ago in Reporting 1 Future consideration

2 VOTE

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.

Guest over 2 years ago in Reporting 1 Future consideration

1 VOTE

Set default speaker view before starting a telehealth session

Before starting a telehealth session, allow me to set how I want the videos displayed on my screen. I may want to hide my self-view or enlarge the client view.

Guest about 1 year ago in Conducting Telehealth Sessions 0 Future consideration

1 VOTE

View only assigned clients in prospective clients list

If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.

Guest about 1 year ago in Clients & Groups 0 Future consideration

3 VOTE

Add location filter to invoice aging report

Allow me to filter the invoice aging report by location so I can separate invoices by location.

Guest almost 4 years ago in Reporting 0 Future consideration

2 VOTE

Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.

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

2 VOTE

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

Guest over 2 years ago in Clients & Groups 1 Future consideration

Please enter your email address

FILTER BY CATEGORY