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Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.
Guest almost 4 years ago in Billing & Payments 5 Future consideration

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest over 3 years ago in Clients & Groups 17 Future consideration

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...
Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

Allow group telehealth sessions with non-client attendees

It would be beneficial to be able to have multiple family members (e.g., teenager and parent) join the telehealth session from multiple devices (e.g., teen in one room, parent in another). I paid for the group telehealth option thinking that it wo...
Guest over 4 years ago in Conducting Telehealth Sessions 8 Future consideration

Create away message for practice chat

Allow me to create an away message for practice chat so other staff members know why I'm not responding.
Guest over 1 year ago in Messaging & Notifications 1 Future consideration

Select whether completed intake forms should save to clinical or general documents

When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
Guest almost 3 years ago in Practice Management & Administration 8 Future consideration

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 3 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Search progress notes by keywords

Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.
Guest almost 4 years ago in Notes & Cases 11 Future consideration

Hide canceled appointments on the calendar

Allow me to hide canceled appointments on the Calendar and Agenda so that I can see my available time more easily.
Guest over 3 years ago in Calendar & Scheduling 13 Future consideration

Display session number in progress note

Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest about 7 years ago in Notes & Cases 4 Future consideration