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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Showing 1828

2 VOTE

Limit staff view of appointments to cases

Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.

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

2 VOTE

View statement headings on all pages

When I'm viewing a client's statement as a PDF, have the column headings show on each page.

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

2 VOTE

Select payer when processing existing invoices in batch invoicing

When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.

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

1 VOTE

Add time zone to the service date of a progress note

When printing the progress note, show the time zone on the Service Date field.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

1 VOTE

Open PDF of schedule in a new tab

When I print my schedule, open the PDF in a new tab instead of directly downloading it.

Thomas The Test Engine almost 2 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

Report on fields from intake fields

Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

Guest over 3 years ago in Reporting 1 Future consideration

1 VOTE

Define problem field in the invalid organization address notice

When I get an error message that something is wrong with my organization's address, tell me exactly what's wrong in the message so I know what to fix when I get to that page.

Guest almost 2 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Add COVID vaccination status in the patient's chart

In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.

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

1 VOTE

View only assigned clients in prospective clients list

If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

2 VOTE

Allow billers to void & refund payments

Allow users with billing level permissions to void, refund, or delete payments.

Guest almost 4 years ago in Practice Management & Administration 1 Future consideration

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