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ERAs

When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately re...
Guest about 5 years ago in Billing & Payments 0 Future consideration

Hide participants names on video screen

When conducting a telehealth session, don't show the participant's name on their video feed. Only show it when I hover over their video box because it can be distracting with it always showing.
Guest over 2 years ago in Conducting Telehealth Sessions 0 Future consideration

Display summary of dynamic client/case form

If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.
Guest over 2 years ago in Notes & Cases 1 Future consideration

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 about 5 years ago in Billing & Payments 0 Future consideration

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 almost 4 years ago in Billing & Payments 3 Future consideration

Delete appointments if staff member removed from group

If I remove a staff member from a group, delete all of their upcoming appointments on their calendar for that group.
Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

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 about 5 years ago in Clients & Groups 1 Future consideration

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 almost 4 years ago in Reporting 1 Future consideration

View 3-4 days on the calendar

Allow me to adjust the calendar so I can view 3-4 days at a time. I want to view more than one day but less than a week so I can see the appointments better.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

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