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Book with more than one provider on the client portal

Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.
Guest over 2 years ago in Appointments & Scheduling 2 Future consideration

Allow new clients to message staff

If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.
Guest over 2 years ago in Messaging 1 Future consideration

Import authorization details

Allow me to import prior authorization details for a client.
Guest over 2 years ago in Billing & Payments 0 Future consideration

24 hour cancellation setting shouldn't include weekends

If I have the setting enabled that allows clients to cancel within 24 hours, that shouldn't include the weekend.
Guest over 2 years ago in Appointments & Scheduling 2 Future consideration

Add couple's counseling questionnaire as intake form

Add an intake form for a couple's counseling questionnaire so I don't have to create it from scratch.
Guest over 2 years ago in Notes & Cases 0 Future consideration

Return to progress note from e-sign page

If I'm working on a progress note and click "save and e-sign" allow me to go back to the note if I need to make changes before signing. The "Back to Progress Notes" button takes me back to all the progress notes, not the one I'm currently working on.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Increase size of paragraph dynamic form element

When creating a Dynamic Form and inserting the paragraph form element, make the text area larger so I can see more of what I type so I don't have to expand it every time.
Guest over 2 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

Identify $0 payments on ERAs

Allow me an easy way to see ERAs that have had a $0 payment.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Add previous last name/maiden name field

Allow me to add a client's previous last name or maiden name to their client details.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Change payment date when processing ERAs

When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month...
Guest over 2 years ago in Billing & Payments 1 Future consideration