Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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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

4 VOTE

Edit service type on invoice

Allow me to edit the service type on the invoice without having to delete the current invoice and associated appointment.

Tami Allen almost 5 years ago in Billing & Payments 0 Future consideration

4 VOTE

Manage staff caseloads

Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.

Guest almost 5 years ago in Clients & Groups 1 Future consideration

3 VOTE

Set supervisor requirements per payer

Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.

Guest almost 4 years ago in Notes & Cases 2 Future consideration

3 VOTE

Add client initials to treatment plan review email reminders

When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.

Guest almost 4 years ago in Notes & Cases 1 Future consideration

1 VOTE

Display times in military time

Please allow the time to be changed to military time format instead of the AM/PM method.

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

5 VOTE

Display archived date on archived clients list

Allow me to see the date I archived the client when viewing the list of archived clients.

Guest over 6 years ago in Clients & Groups 1 Future consideration

3 VOTE

Show if payment was portal payment on client's ledger

When viewing a client's ledger, show which payments were made by clients on the client portal.

Guest almost 4 years ago in Billing & Payments 1 Future consideration

2 VOTE

Report on client portal users

Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.

Guest over 2 years ago in Reporting 1 Future consideration

2 VOTE

View all invoice information without scrolling

When viewing a client's invoice I want to view all of the information without having to scroll.

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

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