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Don't require a social security number for eligibility checks

Don't require a SSN for eligibility checks because we typically don't need it to check a client's eligibility and we have some clients who refuse to provide it.
Guest about 2 years ago in Billing & Payments 6 Completed

Display client detail notes on Agenda

I need my front desk and scheduling staff to see notes and alerts related to a client when they check in, so that we do not miss important information about clients. We use the Notes field on the client details for such information so if it were d...
Guest over 6 years ago in Calendar & Scheduling 3 Completed

Display client count in clients list

On the clients page - show total number of clients and when therapist selected - number of clients by therapist
Leroy Miller almost 9 years ago in Clients & Groups 6 Completed

Add address to Staff Details page

Allow me to record a staff member's home address in their staff details.
Guest over 4 years ago in Practice Management & Administration 1 Completed

Report on or print prospective clients list

Allow me to run a report or print the list of prospective clients.
Guest about 3 years ago in Clients & Groups 3 Completed

Show preview of staff video before starting Telehealth session

Show a preview of our video so we can test our video camera before starting the telehealth session to ensure that the camera is working correctly.
Guest about 5 years ago in Conducting Telehealth Sessions 2 Completed

Show client flags when viewing archived clients

Allow me to view the client flags when viewing the list of archived clients.
Guest about 2 years ago in Clients & Groups 2 Completed

Edit place of service code on invoice

I would like to be able to change the place of service code on the invoice for billing without changing it on the progress note. For instance, the therapist has already completed his progress note and indicated that the place of service was 02 for...
Guest about 4 years ago in Billing & Payments 10 Completed

Change client dropdown to search when adding a task

When adding a task to the task list, change the client dropdown to a search. We have a lot of clients in our system and it takes too long to scroll.
Guest over 2 years ago in Practice Management & Administration 4 Completed

Add ability to delete custom entries saved for Mental Status Exam fields

Just as we have the ability to delete interventions for the treatment plan, I think it would be good to be able to delete any custom entries for the MSE that have been entered by a user. Many times, things get typed into this category by interns a...
David Routt over 6 years ago in Notes & Cases 5 Completed