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View payer on archived clients grid

When viewing the list of archived clients, allow me to customize the grid to include the client's payer.
Guest about 3 years ago in Clients & Groups 2 Completed

Allow staff to only view their calendar

Allow me to restrict my staff members from viewing other staff members' calendars. I only want them to view their calendars.
Guest about 3 years ago in Calendar & Scheduling 0 Completed

Add option to "show all" in appointments history grid

I want to quickly see all results in the appointments history, so that I do not have to scroll through multiple pages and lose context.
Guest over 6 years ago in Calendar & Scheduling 1 Completed

Remove cancellation reason if status changes

If I originally mark an appointment as canceled and then change it to upcoming, allow me to remove the original cancellation reason I entered because it no longer applies.
Guest over 2 years ago in Calendar & Scheduling 0 Completed

Retain previous selection of "Send a copy to myself" checkbox when emailing invoices/superbills to clients

If I select the "Send a copy to myself" checkbox when I email invoices or superbills to clients, I don't want to check it every single time I try to email those documents.
Guest almost 5 years ago in Billing & Payments 1 Completed

archived search options

It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quit...
Guest almost 4 years ago in Clients & Groups 1 Completed

Automatic rollover to 2021

I've noticed that when I am scheduling for an appointment in January, the year doesn't automatically roll over to 2021 -- and then the appointment doesn't going into the calendar. This is when I'm scheduling from the Client Details page - it's not...
Guest about 4 years ago in Calendar & Scheduling 1 Completed

Select Insurance Write-Off by default when creating a new Write-Off

When writing off ledger amounts would be great if "insurance write off" were default rather than "Client write off". We rarely write off client amounts so it means an extra click to select "Insurance write off"
Administrative Team almost 5 years ago in Billing & Payments 1 Completed

Create recurring tasks

Allow me to create a task that repeats at a given time interval.
Guest over 2 years ago in Practice Management & Administration 1 Completed

included co-insurance with billing and insurance info

Include the option of setting percentage of co-insurance on client billing and insurance information since some clients do not have a flat $ copay.
Guest over 6 years ago in Billing & Payments 0 Completed