Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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4 VOTE

Add fax number for primary care physician

When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.

Guest about 6 years ago in Clients & Groups 2 Future consideration

1 VOTE

Add special characters to progress note addendums

Allow me to add special characters to addendums in progress notes.

Guest over 1 year ago in Notes & Cases 1 Future consideration

3 VOTE

In Forms make it so signature and date are next to each other

Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to c...

Guest over 4 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Redo Staff Page for Alphabetically

Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?

Guest over 4 years ago in Clients & Groups 0 Future consideration

3 VOTE

Clinic Calendar: Non-mandatory events happening

There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way t...

Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

1 VOTE

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.

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

4 VOTE

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 about 6 years ago in Calendar & Scheduling 1 Future consideration

4 VOTE

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 about 6 years ago in Practice Management & Administration 2 Future consideration

2 VOTE

Add custom fields to invoices

Allow me to add custom fields to invoices that we can fill in when we create the invoice for a client.

Guest about 3 years ago in Billing & Payments 1 Future consideration

3 VOTE

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 over 4 years ago in Reporting 0 Future consideration

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