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Copy new custom forms to intake forms

I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake for...
Guest about 4 years ago in Notes & Cases 0 Already exists

Telehealth scheduling

Hi! Wondering if it is possible to send a telehealth link to the email associated with the account without setting up a client portal. I am not interested in setting up the portals however the majority of my practice is telehealth at this time. It...
Guest about 4 years ago in Calendar & Scheduling 0 Already exists

Display client's name on warning when deleting clients

When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Allow unique invitation link to client portal to link with existing file therapist created

When I invite a client to the Portal, it sends that a unique button that matches the file I already started for them. But if a client requests the link again, I have no way to send them their unique link. It will not let me re-invite them, and has...
Guest about 4 years ago in Clients & Groups 0 Already exists

Manage Household Information Report

A report that aggregates all info in the client profile and compares it to others in the system. Example: A customizable report that populates all of the additional demographic info of clients in the "Manage Client Info" area, currently located on...
Guest about 4 years ago in Reporting 0 Already exists

Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
Guest about 4 years ago in Notes & Cases 0 Already exists

Client Portal

Would it be possible to add a feature where users (in addition to administrators) can send clients paperwork through the portal?
Guest about 4 years ago in Practice Management & Administration 0 Already exists

More detailed invoices/receipts

Currently, client invoices/receipts only reflect the client amount due/balance. I'd like clients to be able to see the "full picture" of their billing including: - client amount due/paid, - insurance amount due/paid, and - write off amount with...
Guest about 4 years ago in Billing & Payments 0 Already exists

special notes

The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .
Guest about 4 years ago in Notes & Cases 0 Already exists

Include DSM codes on superbills

When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understan...
Guest about 4 years ago in Billing & Payments 0 Future consideration