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Showing 2011 of 2011

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

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

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

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Create case forms for specific cases

When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.
Guest almost 3 years ago in Notes & Cases 1 Future consideration

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
Guest almost 3 years ago in Reporting 1 Future consideration

Add addendums to group notes

Allow me to add an addendum to a signed group note like I can do with progress notes.
Guest over 1 year ago in Notes & Cases 1 Future consideration

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

Auto-population of Termination Summaries

It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again. Thanks!
Guest almost 6 years ago in Notes & Cases 0 Already exists

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 over 4 years ago in Billing & Payments 1 Future consideration