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Add Social Worker to Job Title Description

Need a staff title added of "Social Worker";
Guest over 6 years ago in Practice Management & Administration 0 Already exists

Send Custom Forms via Email

Allow ability to send custom forms via email to client, not just as intakes on client portal.
Guest over 6 years ago in Practice Management & Administration 0 Already exists

calendar display

Display the calendar so that each practitioner has their own column rather than scattered across the display.
Guest over 6 years ago in Calendar & Scheduling 0 Already exists

calendar

Hi there. I love your calendar a lot. However, it'd be nice that when updating a recurring event, there's an option to "update all future events". That way, you can make changes several weeks from now without interrupting or changing events that a...
Guest over 6 years ago in Calendar & Scheduling 0 Already exists

Edit intervention list

The treatment plan intervention list saves everything people type in. Typos and all. It needs to be edited or to turn off auto save. We have many therapists and it's getting out of hand.
Guest over 6 years ago in Notes & Cases 0 Already exists

Drag and drop appointments

Moving appointments around from the calendar weekly or monthly view could/should be easier to manipulate. Suggestion would be that an appointment could be dragged and dropped in another time slot rather than having to delete the appointment only t...
Guest over 6 years ago in Calendar & Scheduling 0 Already exists

Two credit cards on file

I wish I could keep 2 credit cards on file for each client. Some of my children have two parents splitting it
Guest over 6 years ago in Billing & Payments 0 Already exists

Easily see billing status for all attended sessions

We need a billing report that makes it easy to see who has been 1) seen, 2) invoiced, 3) submitted for insurance payment. I very much like the new "Agenda" pages, which allow you to go down the left-hand side and easily see who has been invoiced, ...
Guest over 6 years ago in Billing & Payments 0 Already exists

interns

Add so that Interns can be added.
Guest over 6 years ago in Practice Management & Administration 0 Already exists

Make invoicing unbilled appointments easier

Scanning daily agenda for appointments with notes attached to add invoice to without having to go back and refilter to continue search
Guest over 6 years ago in Billing & Payments 0 Already exists