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Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.

Guest almost 4 years ago in Reporting 0 Future consideration

6 VOTE

Integration with CONTINUUM

Allow me to integrate with ASAM CONTINUUM so I can complete Substance abuse assessments which are different in nature to a certain degree from biopsychosocial assessments.

Guest almost 8 years ago in Notes & Cases 0 Future consideration

3 VOTE

Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled

As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...

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

1 VOTE

Delete authorizations

Allow me to delete a client's authorization regardless of it's status.

Guest over 1 year ago in Billing & Payments 0 Future consideration

2 VOTE

Change credit card sum processing time

Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.

Guest over 2 years ago in Reporting 1 Future consideration

3 VOTE

Filter out insurance payments - Payment history

The ability to filter out insurance payments on the clients payment history.

Guest almost 4 years ago in Client & Billing Details 0 Future consideration

1 VOTE

Keep grid header static in clients list

When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.

Guest over 1 year ago in Clients & Groups 1 Future consideration

1 VOTE

See more of the appointment if multiple staff displayed

If we have a lot of staff and want to see the calendar with multiple staff members, modify the view so the appointments don't look so stacked.

Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

3 VOTE

drag multiple lines in custom forms at one time

While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.

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

2 VOTE

Create appointments prior to 2017

When creating an appointment on the calendar, allow me to choose a year prior to 2017 in the appointment dialog so I can add in historical data for patients. Changing the calendar is too tedious.

Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

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