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 1824

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

Use client's home address as default location

I provide home-based services and would like to use the client's home address as the default appointment location, and then have that address sync with my calendar so I can easily get directions while I'm working away from my computer.

Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Don't add copay to non-CPT codes

If I add a non-CPT code to a client's invoice, the copay is applied and then I have to manually adjust it so the full amount goes to the client.

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

1 VOTE

Don't alert me when I unarchive a client

Don't alert me when I unarchive a client because it adds an extra step to my workflow.

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 over 3 years ago in Practice Management & Administration 1 Future consideration

2 VOTE

Make marital status a free-text field

When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

Guest over 3 years ago in Clients & Groups 0 Future consideration

2 VOTE

Don't send cancellation email if appointment has passed

Sometimes an appointment may be cancelled verbally with a client, but I don't have a chance to update it in the system until the next day or two days later. When clients get the cancellation email, they get confused because they think it's for a f...

Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

2 VOTE

Acknowledge each practice chat message

If we have a conversation thread in practice chat, each message gets marked (or checked) when I view it, even if I've really only viewed the most recent one and not the prior messages. Have it so we have to acknowledge each message individually so...

Guest over 3 years ago in Messaging & Notifications 1 Future consideration

3 VOTE

Add address field when adding household members to a client

When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.

Guest over 5 years ago in Clients & Groups 1 Future consideration

1 VOTE

Delete authorizations

Allow me to delete a client's authorization regardless of it's status.

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

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