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Allow non-administrators to invite clients to client portal

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Guest over 3 years ago in Practice Management & Administration 0 Already exists

Include the client's legal first name on the agenda

Include the client's first name, preferred name, and last name on the agenda. I need to know the client's legal first name as I'm doing insurance checks.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Sex Assigned at Birth + Standard Intake Form

I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male." See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
Guest over 3 years ago in Clients & Groups 0 Already exists

Specify Balance Responsibility on Invoice Aging Report

When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Manually upload multiple ERA Files (manual remit)

Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Make "client" or "insurance" selection more obvious when accepting payment

When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Notify me when someone has viewed my case

Allow me to receive a notification if someone views a case that is assigned to me. Sometimes I notice things get changed and I'd like to know who to follow up with about those changes.
Guest almost 4 years ago in Messaging & Notifications 0 Future consideration

Show All Client Info in Calendar View

on calendar, allow for all of the clients saved information like first name, middle, and last name along with the service type to be visible from calendar view. this helps when appointments are set to color change the service type as it makes it e...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Block Time by Service Type

It would be convenient if we could block of particular days for certain service types. This should be synced to the client portal so that only that particular service is able to be booked on it's set day.
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Assign rooms to unconfirmed appointments

Currently, when a client schedules online through the client portal, it will not reserve a room (only the building). Since I'm in a shared office location, it would be helpful when I view my "Unconfirmed Appointments" that I could also assign a ro...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration