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Improve pagination for Client List

It would be great to have a way to advance to a page in the Clients list without having to click through a bunch of tabs first - or to be able to view all clients on the page or at least 50 at a time or such. I'm currently having to go through and...
Cindy Mondello over 6 years ago in Clients & Groups 1 Completed

Change state field to drop-down on client portal

When clients enter their address in the demographics fields on the client portal, have the state field be a drop-down field. When they type out their full state name it causes issues with claims.
Guest about 3 years ago in Client & Billing Details 4 Completed

Add column for assigned staff to Archived Clients list

I need to be able to filter archived patients by assigned therapist.
Guest over 4 years ago in Clients & Groups 2 Completed

Client Portal Updates PLEASE

1) allow the therapist to set hours to only be seen on the portal but allow the therapist to override and make appointments outside the hours shown 2) allow the therapist to select which paperwork is sent to each client (meaning some forms only go...
Guest about 8 years ago in Intake Forms 4 Completed

Choose which camera and mic to use for telehealth

If I am using a device that has multiple cameras (front and back) or multiple microphone options (internal or external), allow me to select which one to use for the telehealth session.
Guest over 6 years ago in Conducting Telehealth Sessions 2 Completed

Date of Service on "Process Claim Payments (ERA)"

No description provided
Guest almost 8 years ago in Billing & Payments 2 Completed

Add link to a client's Appointment history from Clients list

Add a button to be able to view the client's appointments from the client list without having to go through the detail page
Guest about 7 years ago in Clients & Groups 0 Completed

Report on Communication Preferences by Client

There are communication preferences for each client (e.g. Do not contact by email, do not contact by phone, etc.). Allow me to run a report that includes this information, so that if I want to send a mass email to clients I know who to exclude.
Guest over 3 years ago in Reporting 2 Completed

Display client's age in chart

When viewing a client's chart, allow me to see the client's age below their date of birth in the left sidebar.
Guest over 4 years ago in Clients & Groups 2 Completed

Pop out telehealth screen in separate browser window from TheraNest

Telehealth video session window as a pop out separate window, so that it is easier to access calendar and notes while in session.
Guest over 4 years ago in Conducting Telehealth Sessions 1 Completed