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Adjust logo size on progress notes

Allow me to adjust the size of my organization's logo on progress notes. It looks smaller than how it appears on intake forms and invoices and is hard to read.

Guest over 3 years ago in Notes & Cases 1 Future consideration

1 VOTE

Cancel refunds

Allow me to cancel a refund that I've started processing.

Guest almost 2 years ago in Billing & Payments 0 Future consideration

1 VOTE

Only allow admins to change billing provider on invoices

Only allow admins to change the billing provider on invoices, or have a separate permission for billers. We have some staff members that are selecting the wrong billing provider when creating invoices for their clients.

Guest almost 2 years ago in Billing & Payments 0 Future consideration

2 VOTE

Change default date range when viewing a client's appointments

Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.

Guest over 3 years ago in Clients & Groups 2 Future consideration

2 VOTE

Add tear off return slip to statements

Have the statement include a tear-off return slip that parents can mail back to the clinic with their payment.

Guest over 3 years ago in Billing & Payments 0 Future consideration

1 VOTE

Warning when archiving a client with open cases

Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Diagnosis pointers

Allow me to point diagnosis codes to CPT codes so they are reflected correctly on the claim.

Guest almost 2 years ago in Billing & Payments 1 Future consideration

1 VOTE

Process multiple invoices as one payment in batch payments

When I'm processing invoices in Batch Payments and a client has more than one invoice, process the transaction as one payment on their credit card.

Guest almost 2 years ago in Billing & Payments 1 Future consideration

1 VOTE

Run eligibility checks on prospective clients

Allow me to run an eligibility check on prospective clients.

Guest almost 2 years ago in Billing & Payments 1 Future consideration

2 VOTE

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.

Guest over 3 years ago in Clients & Groups 1 Future consideration

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