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Filter client list by clients without a flag

Allow me to filter the client list so I can see all clients that don't have a flag assigned.
Cindy Hooper about 1 month ago in Client Account Management 0 Future consideration

Implement read receipts for client secure messages

I'm suggesting read receipts for messages sent TO clients through the client portal messaging.
Guest almost 5 years ago in Messaging & Notifications 8 Future consideration

Add preferred name field for staff

Allow me to enter a preferred name for staff. Sometimes our therapists use nicknames or other names and that's what the client knows, so it would be nice if appointment reminders reflected this.
Guest over 4 years ago in Practice Management & Administration 20 Future consideration

Subscribe therapists to either individual or group telehealth

Allow me to select which therapists are on the group telehealth plan and which are on the individual plan.
Guest over 4 years ago in Practice Management & Administration 19 Future consideration

Don't retroactively change diagnosis code if updated

Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but ...
Guest about 4 years ago in Notes & Cases 9 Future consideration

Search by client name or event title in calendar

When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go bac...
Guest about 8 years ago in Calendar & Scheduling 14 Future consideration

Add a calendar preference to display client first initial and last name in user profile and settings

Please allow for "show only first initial and last name" on preferences along with the option of "show only client initals in synced calendars" for calendar options in profile and settings.
Micah Mabe about 1 month ago in Calendar & Scheduling 0 Future consideration

Copy and sync clinical information across different client cases

We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...
Guest over 6 years ago in Notes & Cases 13 Future consideration

Automatically apply ERA check number to payment number on invoice

Please add check number of the insurance payment when processing the ERAs on my behalf.
Guest almost 8 years ago in Billing & Payments 9 Future consideration

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.
Guest over 1 year ago in Reporting 3 Future consideration