When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.
Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
Add "Fully Paid" indicator group invoices on agenda
If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.
Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.
Guest
about 3 years ago
in Reporting
1
Future consideration
Change location of mental status pre-defined options
When typing into the mental status section of a progress note, have the pre-defined options appear to the right side of the section so it doesn't block the next items in the list.
Guest
about 3 years ago
in Notes & Cases
0
Future consideration
