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Filter agenda to show progress notes not started

Allow me to filter the Agenda so I can see which progress notes haven't been started for the clients that I saw that day.

Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

Set appointment duration to zero on progress note

When editing a progress note, allow me to change the duration to zero for clients that failed to show for the appointment.

Guest almost 4 years ago in Notes & Cases 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 over 6 years ago in Reporting 1 Future consideration

1 VOTE

Pay per minute for Telehealth sessions

Rather than paying a monthly subscription fee, allow me to pay based on the minutes I use.

Guest over 1 year ago in Telehealth Payments 1 Future consideration

2 VOTE

Navigate clients to login page after requesting appointment

If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.

Guest over 2 years ago in Client Account Management 1 Future consideration

1 VOTE

Add payment note to receipt

When I apply a payment to a client's ledger, have the payment note show on the receipt.

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

3 VOTE

Zero out existing invoices in batch invoicing

Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.

Guest almost 4 years ago in Billing & Payments 0 Future consideration

2 VOTE

Display staff as LastName, FirstName when assigning to clients

When assigning staff to clients, display staff names as LastName, FirstName.

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

2 VOTE

Hide canceled appointments in iCal sync

Allow me to hide canceled appointments in my iCal.

Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

2 VOTE

Identify which plan paid in ERA

In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).

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

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