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Feedback Informed Care (FIC)

Allow my clients to complete FIC modules that I can report on to track progress.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add billing notes tab

Under billing, add a tab where I can write billing notes.
Guest about 5 years ago in Billing & Payments 1 Already exists

Make statements more visually appealing

Make the statements more visually appealing. Right now they are very grey and bland.
Guest about 5 years ago in Billing & Payments 2 Future consideration

Payment Report Match Actual Amount Daily Collected

Payment Report: Currently it shows payments for the date of the invoice, even if the payment was made the day before or day after. Give the option for the payment report that shows only the amount actually collected on a given day so that it is ea...
Guest over 5 years ago in Reporting 0 Already exists

Intake forms

Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
Guest over 5 years ago in Clients & Groups 1 Already exists

Add GIFs to Practice Chat

Allow me to add GIFs to my practice chat messages.
Guest over 5 years ago in Messaging & Notifications 0 Future consideration

Allow edits to unsigned addendums

When I enter an addendum in the Initial Assessment & diagnosis section, allow me to edit it after I've saved it if I haven't signed it yet.
Guest over 5 years ago in Notes & Cases 1 Future consideration

Remove Insurance Virtual Credit Card Payments from Client's Portal

Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.
Guest over 2 years ago in Client Portal Payments 0 Future consideration

Sort secure messages

Allow me to sort the secure messages so I can see them from oldest to newest.
Guest over 2 years ago in Messaging & Notifications 0 Future consideration

Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.
Guest over 2 years ago in Billing & Payments 0 Already exists