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Remove organization address from intake forms

Remove the address from the intake forms (e.g., informed consent). I only practice telehealth and I don't want my home address appearing on the form.
Guest over 3 years ago in Practice Management & Administration 6 Completed

Add Medications section to Progress Notes

Display a list of medications in the Progress Note template. Client medications are relevant case information and should be readily available, just like their diagnosis and treatment goals.
Guest about 5 years ago in E-Prescribe 3 Completed

Billing report by insurance payer

We need a way to break out billed amounts and payments by insurance company. The report should let us filter by different date types and insurance payer.
Guest almost 6 years ago in Reporting 0 Completed

ERA search options

It would be very helpful if there a was a way to search for an ERA payment by patient instead of going down the list by payment dates? When searching for payments sometimes I have to open many before I find what I am looking for. Have a search fu...
Guest over 6 years ago in Billing & Payments 1 Completed

Add new field with options for client gender identity

Male and female are not the only gender options clients identify with, and "other" seems a rude way to label a client. "Transgender" would be a great option to have, although it doesn't cover the entire spectrum of client gender identities. Transg...
Guest almost 10 years ago in Clients & Groups 14 Completed

Unarchive service types

Allow me to unarchive a service type after it's been archived so I don't have to recreate it if it becomes active again or if it accidentally gets archived.
Guest over 3 years ago in Practice Management & Administration 3 Completed

Add client's address as form element for dynamic forms

When creating a dynamic form, allow me to include a form element for the client's primary address.
Guest about 3 years ago in Notes & Cases 0 Completed

Add stylus feature for writing progress notes

Instead of typing your progress note, include the ability to use your stylus to write your notes- specifically for the app.
Guest over 6 years ago in Notes & Cases 2 Completed

Add client filter to calendar

Allow me to add a client filter on the calendar so I can see the schedule for a specific client or set of clients.
Guest about 3 years ago in Calendar & Scheduling 8 Completed

Have a separate appointment reminder for telehealth

Allow me to customize an appointment reminder template for just telehealth sessions.
Guest about 2 years ago in Practice Management & Administration 1 Completed