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Customize options in payment methods drop-down

Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
Guest over 8 years ago in Billing & Payments 20 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest about 2 months ago in Billing & Payments 0 Future consideration

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa about 2 months ago in Notes & Cases 0 Future consideration

See upcoming appointments when working in the client's ledger

Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Jim Kennedy about 2 months ago in Billing & Payments 0 Future consideration

Alert for when a client has been closed for 7 years

Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...
Guest over 7 years ago in Messaging & Notifications 1 Future consideration

Automatically delete appointments for archived clients

When I archive a client, automatically delete all of their upcoming appointments.
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration

Allow for multiple intake dates

Allow for multiple intake dates for clients. Some clients may be discharged and then come back for services, but the intake date remains to when they were first entered into the system and we need to capture each time they were brought in for serv...
Guest almost 5 years ago in Notes & Cases 15 Future consideration

Separate permission for archiving clients

Create a separate permission that allows a staff member to archive/unarchive clients.
Guest over 4 years ago in Practice Management & Administration 13 Future consideration

Separate client amount due and insurance amount due when viewing ledger grid

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
Guest about 7 years ago in Clients & Groups 3 Future consideration

Populate location based on service type

When creating an appointment, have the location automatically populate based on the service type I select. We offer free phone consultations, and it would be easier if our "Phone" location was automatically selected if the consultation service typ...
Lara Davis 3 months ago in Appointments & Scheduling 0 Future consideration