All ideas

Showing 2011 of 2011

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.

Guest about 1 year ago in Billing & Payments 1 Future consideration

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...

Guest over 4 years ago in Notes & Cases 0 Future consideration

3 VOTE

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 over 3 years ago in Notes & Cases 2 Will not implement

3 VOTE

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

3 VOTE

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

5 VOTE

Add CC function for secure messages

Allow me to CC members of a client's contact network when sending a secure message. We see minors and when communicating with the client I need to include their parent(s) or guardian(s).

Guest almost 6 years ago in Messaging & Notifications 2 Future consideration

2 VOTE

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 over 2 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...

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

2 VOTE

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 over 2 years ago in Notes & Cases 1 Future consideration

3 VOTE

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

Guest over 3 years ago in Clients & Groups 0 Future consideration

Please enter your email address

FILTER BY CATEGORY