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allow billing reports to be filtered by staff/therapist

in reports-allow payment methods, credit card charges, etc. to be filtered by therapist/staff as well
Guest over 6 years ago in Reporting 2 Completed

Surface creation date on notes

Please add date/time stamps to the progress notes for when they are created as well as when they are edited and allow us to see the list of dates/times on each note. This would be similar to the treatment plan "Creation" date, as it should not be ...
Guest over 7 years ago in Notes & Cases 3 Completed

Adjust filter results in Manual Insurance Payments without losing data

When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.
Guest 10 months ago in Billing & Payments 1 Completed

Don't change calendar preferences for appointments scheduled outside of hours

Don't change my calendar preferences if an appointment is scheduled outside of the hours that are set on my calendar.
Guest over 4 years ago in Calendar & Scheduling 4 Completed

Send secure messages to contact network

Allow me to send secure messages through the portal to people in a client's contact network.
Guest over 3 years ago in Messaging & Notifications 2 Completed

Intake forms to multiple parties

We really need to be able to send intake forms and other paperwork to more than one party (parent) per client!
Guest over 4 years ago in Clients & Groups 0 Completed

Adjust widescreen view of telehealth screen

Please update the telehealth screen so the whole face can be seen. I am not sure what the purpose was behind using the widescreen format, but it is distracting to my client's as well as myself. I have not seen a telehealth portal built this way ou...
Guest over 6 years ago in Conducting Telehealth Sessions 1 Completed

Add Place of Service permissions to Therapist permission level

Having the Notes with Place of Service is great but if the therapists can’t change it themselves then it doesn’t actually help billers. Place of Service should be part of permissions Therapists already have.
Guest over 6 years ago in Practice Management & Administration 4 Completed

Add link to client portal in client appointment reminder emails

Include a link to the Client Portal in the reminder emails.
Guest over 4 years ago in Messaging & Notifications 0 Completed

Make legal gender field options only male and female

When selecting the client's legal gender, only allow a Male and Female option since this is what populates on the claim form and those are the only option available on the claim form.
Guest almost 3 years ago in Clients & Groups 2 Completed