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note created date and signature date

I need the time that the note was started preserved on my document. it appears to erase after I sign it. the date for when I started the document and not when I signed it is more important to me in my document ion. I need ti to show up when someon...
Guest over 5 years ago in Notes & Cases 0 Already exists

Bulk Add Appointments

The ability to add multiple appointments or recurring appointments would be awesome! We have patients who come in multiple times a week, often at the same time, and it would be a big scheduling improvement to be able to add them all at once instea...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

calendar with privacy view

provide a button that can switch calendar with clients' names to their initials for increased privacy
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

every other week repeat

Allow an event to repeat every other week (one on, one off) - many clients are scheduled that way. Thank you!!
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Client report per clinician

I would like to run a current client report for each clinician.
Guest over 5 years ago in Clients & Groups 0 Already exists

Show recurring appointments on Appointment Tab

When a client has random appointments, but at some point down the road they begin to have reoccurring appointments these will not show up in their appointment tab. This could and will lead to doubling appointments. I believe this should be fix ASAP.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

easy financial reports - cash, credit, invoiced, etc

Easy Financial Reports and other custom made reports 1. Collections by custom dates 2. Balances owed 3. Patients by referral source
Guest over 5 years ago in Billing & Payments 0 Already exists

Document share selection

It would be helpful to be able to select the forms that are provided to patients via the portal on an individual basis. I provide psych assessment as well as therapy which require different consents. I would like to be able to provide the assessme...
Guest over 5 years ago in Practice Management & Administration 0 Already exists

Documents

Instead of simply creating forms, allow therapists the ability to upload files to store in client portal. I have an entire intake packets and information about my practice that I am currently printing for paper files instead of simply uploading th...
Guest over 5 years ago in Practice Management & Administration 0 Already exists

Messaging

Being able to send secure messages to other providers and not just clients.
Guest over 5 years ago in Messaging & Notifications 0 Already exists