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Show last kept appointment on Client List

Client list currently shows date the client became "Active". It would be super helpful to see the date of their last appointment. This would help the clinician know if they should reach out to the client, if the client is still active, or if they ...
Guest over 8 years ago in Clients & Groups 11 Completed

Add field for a preferred pronoun to client details

and in the basic information area.
Guest over 7 years ago in Clients & Groups 3 Completed

HIPAA-compliant Teletherapy / Telehealth Video Sessions

A client portal would be very nice and the inclusion of video would be extra nice. :-) Check out CounSol's client portal with video that allows therapists to schedule (HIPAA compliant) video sessions with individuals and groups. This would be a hu...
Guest over 11 years ago in Conducting Telehealth Sessions 23 Completed

Visually indicate recurring appointments on the calendar

on the calendar there is no way to tell if an appointment is recurring without scrolling to the next week. A simple font change or "R" on the face of the appointment, for example, would be helpful.
Guest over 8 years ago in Calendar & Scheduling 3 Completed

Prompt me to change the service type when canceling an appointment

When I change an appointment to canceled or no-show, prompt me to change the service type so I can remove the current service type and add the cancel/no-show fee service type.
Guest almost 6 years ago in Calendar & Scheduling 8 Completed

Filter claim tabs by rendering & billing provider

When viewing the claim tabs under the Billing section, allow me to customize the grids to include the rendering and billing provider.
Guest about 4 years ago in Billing & Payments 13 Completed

Make task list more visible

Make my tasks more visible so I don't forget what I need to do.
Guest over 2 years ago in Practice Management & Administration 2 Completed

Skip clients who were not in attendance when using "Apply Note to all Group Members" feature

When using the "Apply Note to all Group Members Feature", have it skip clients who were marked as a no-show or cancelled.
Guest about 6 years ago in Notes & Cases 3 Completed

Add Telehealth consent form template

It would be great to have a telehealth consent for treatment form within the system which describes the features, similar to the FAQ packet you have to share with clients, this form could be editable based on the state the therapist is working on....
Guest over 6 years ago in Conducting Telehealth Sessions 3 Completed

Bring Back Ability To Save Default Calendar View

Please bring back the ability to save my default calendar view to something other than Agenda. As someone who views multiple providers' schedules at a time, Agenda view is unusable to me. This feature seems to have been disabled with the new "upda...
Guest almost 2 years ago in Calendar & Scheduling 0 Completed