Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 2015 of 2015

65 VOTE

Copy and sync clinical information across different client cases

We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...

Guest over 6 years ago in Notes & Cases 13 Future consideration

83 VOTE

Search by client name or event title in calendar

When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go bac...

Guest over 8 years ago in Calendar & Scheduling 14 Future consideration

3 VOTE

Add Insurance Eligibility Checks for Non-Partnered Clearinghouses

When integrated with a non-partnered clearinghouse, add the ability to complete insurance eligibility checks.

Stephanie Milne 4 months ago in Billing & Payments 0 Future consideration

49 VOTE

Subscribe therapists to either individual or group telehealth

Allow me to select which therapists are on the group telehealth plan and which are on the individual plan.

Guest about 5 years ago in Practice Management & Administration 19 Future consideration

89 VOTE

Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis

Guest over 9 years ago in Notes & Cases 11 Future consideration

19 VOTE

Show intake forms individually on the client portal

If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.

Guest about 2 years ago in Intake Forms 2 Future consideration

2 VOTE

Allow underscores "_" in portal invite messages

I need to be able to add my email into the client invitation message to join the portal. My email address includes the use of the underscore "_", but it's currently a prohibited value.

Guest 3 months ago in Invitations 0 Future consideration

19 VOTE

AI for clinical documentation

Allow me to use AI to complete my clinical documentation (assessments, progress notes, and treatment plans).

Guest about 2 years ago in Notes & Cases 3 Future consideration

20 VOTE

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.

Guest about 2 years ago in Practice Management & Administration 6 Future consideration

39 VOTE

One-time payment link for entire balance

It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain fo...

Guest about 4 years ago in Billing & Payments 1 Future consideration

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