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Add field for PTAN number in Organization

Under Organization → Settings, allow me to add my Provider Transaction Access Number (PTAN).
Guest over 4 years ago in Practice Management & Administration 0 Future consideration

Don't allow portal users to view credit cards of other contacts

If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.
Guest almost 3 years ago in Client Portal Payments 0 Future consideration

Add a character count to appointment decline messages

When a client requests an appointment via the client portal and I decline it, show me how many characters I can type in the decline message. The error message that comes up says my message is too long, but I'm not sure how long is too long.
Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

Keep Signature History in Progress Notes

I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appoin...
Guest almost 3 years ago in Notes & Cases 0 Future consideration

Add email address to clients intake report

When running the Clients Intake report, allow me to include the client's email address.
Guest almost 3 years ago in Reporting 1 Future consideration

Save payroll by rendering provider report to staff documents

When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
Guest almost 3 years ago in Reporting 2 Future consideration

Customize ERA Auto Processing

We would like to be able to add adjustments codes to be auto processed on the ERA rather than having to manually process those ERAs that have these adjustments on them.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Don't refresh the invoice page after saving

When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Enter numerical value for month when adding a credit card

When adding a credit card for a client, allow me to enter a numerical value for the month the card expires rather than selecting the month name from a drop-down.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Remove alert if I've signed the note

If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.
Guest over 1 year ago in Notes & Cases 1 Future consideration