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Allow text messages to be sent via Client Reminder Log without subscribing to Text Reminders

Allow Users to send text messages to Clients via the Client Reminder Log without Organization Text Reminders being enabled.
Guest 3 months ago in Clients & Groups / Messaging & Notifications 0 Future consideration

Add Invoice Payment Status to Group Appointment Details Page

Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.
Cindy Concannon 3 months ago in Billing & Payments / Clients & Groups 0 Future consideration

Allow only 1 service type to be added to client appointments

Only allow us to add one service type to a client appointment. Having more than one service is potentially fraudulent and it would be helpful to have that check in place for my staff.
Nadia K Velasquez 3 months ago in Notes & Cases 0 Future consideration

Print text messages (reminders log)

Allow me to print the reminders log for a client.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add Page Pagination on Batch Processing

When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is no...
Guest over 2 years ago in Billing & Payments 0 Future consideration

Add case number to invoices & statements

Allow me to add the case number to a client's invoice or statement.
Guest almost 2 years ago in Billing & Payments 1 Future consideration