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See client's DOB from Bill To & Insurance page

Hi there! Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data. Thank you for your consideration!
Guest over 5 years ago in Clients & Groups 0 Already exists

Issuing credits

We need to be able to issue credits on accounts. Full and partial that get applied to the invoice intended.
Guest over 5 years ago in Billing & Payments 0 Already exists

notification when notes are finished

Would like a calendar color system or symbol system to know when notes are completed by looking at their schedule event on the calendar at a quick glance. Thank you
Guest over 5 years ago in Notes & Cases 0 Already exists

service type group

I would like the ability to assign a different service type to each individual when scheduling a group session. We use service type for different funding sources/fees and not all clients in a group have the same funding source/fee.
Guest over 5 years ago in Clients & Groups 0 Already exists

couple calandar

When a couple cancels an appointment, the cancellation "cc" does not appear on the session like it does for individuals.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Calculate total number of hours

For ABA therapy at least, it would be so great to have a staff member's total scheduled hours shown somewhere on the calendar so we and they don't have to calculate manually to make sure they are meeting their minimum required hours. It would al...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

portal

When patients return to treatment after 1 yr, we are obligated to re-evaluated. I would really like to be able to send them our fabulous Patient Port forms to compete again. That's my first step in getting updated on where they are at since seeing...
Guest over 5 years ago in Notes & Cases 0 Already exists

Auto-population of Termination Summaries

It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again. Thanks!
Guest over 5 years ago in Notes & Cases 0 Already exists

Remove After Hours Warning

Remove the warning and options regarding after hours scheduling and allow us to schedule whatever time we prefer.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

calendar search

Ability to see a list of client's scheduled appts past and future from the search feature in the calendar as in Google calendar vs being taken to the agenda. Much more efficient when scheduling additional appts.
Guest over 5 years ago in Appointments & Scheduling 0 Already exists