If I have the setting turned on to notify clients when an appointment is rescheduled, then only send the notification if the appointment status is changed to "Rescheduled". Right now a notification is also sent if we adjust the appointment time (b...
I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest
almost 2 years ago
in Clients & Groups
3
Future consideration
Bill with contracted rates per payer and service with automatic write-offs
Have the contracted rates set up with the payer override the balance due on new invoices and the difference between the contracted rate and the billed amount should be automatically written off.
Allow me to send a mass email or text to all of our clients so I can share important clinic information. Although I can send a mass secure message to the portal, not all of our clients are on the client portal.
Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...
0
Future consideration
7
Future consideration
