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Add "Customize Grid" section to Batch Statements

It would be nice to have more granular control over what details are included in Batch Statements, similar to the "customize grid" feature when generating Statements from the client's ledger.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Separate insurance credit from client credit in client ledger

It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance cre...
Guest over 5 years ago in Billing & Payments 1 Future consideration

Alert staff when appointment is added to the calendar

Allow me to alert other staff members (besides just the provider) if an appointment is added to the calendar.
Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

Add weekly view to the agenda

When viewing the Agenda, allow me to view all appointments for the week instead of just for the day.
Guest over 5 years ago in Calendar & Scheduling 1 Future consideration

CC therapist when sending emails to clients

Allow me to CC a therapist on emails being sent to clients by other staff members.
Guest about 4 years ago in Messaging & Notifications 1 Future consideration

Add option to send appointment reminders the day of an appointment

I have had some patients suggest same-day appointment reminders, especially via text.
Guest over 5 years ago in Practice Management & Administration 2 Future consideration

Allow therapists to manage client notification settings for each client

As a therapist, allow me to manage which email notifications my clients receive. Right now this can only be managed from the Organization tab (under Client Portal) and I want to specify which of my clients receive which notifications.
Guest about 4 years ago in Messaging & Notifications 1 Future consideration

Sign all progress notes at once for the group

When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Telephone icon for 02 location

I love the video icon on scheduling for telehealth and that is gives the 02 location automatically in the progress note when clicked. Would you please do this with the telephone. I do have clients who do not have access to the internet and only h...
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Exclude write-offs on Invoice Aging report

Allow me the option to exclude write-offs on the Invoice Aging report as I don't consider accounts with write-offs as past due.
Guest about 4 years ago in Reporting 0 Future consideration