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Bill Clients different fee percentages based on no show, late cancel, cancel status

I'd like to be able to bill 100% of fee for no shows and late cancellations, but 0% of fee for cancellations within the cancellation window.
Guest almost 7 years ago in Calendar & Scheduling 0 Completed

Add rendering provider NPI and supervising provider name and NPI to statements and superbills

For a client to be able to file for out of network benefits, the statements and superbills need to have the rendering provider NPI listed and, if the therapist is an associate level therapist, the supervising provider's informaiton also needs to b...
Guest almost 6 years ago in Billing & Payments 2 Completed

Choose date before room when scheduling appointments

Change the order of how I make selections when scheduling a new appointment. The date is selected last, but if I change the date my room selection resets. Make me select the date and then the room so my selection doesn't reset.
Guest about 3 years ago in Calendar & Scheduling 2 Completed

email address

It would be nice to use the same email address when a client has several children from the same family that need to be invited to the client portal. Mom said she is not creating another email address to keep up with.
Guest about 4 years ago in Practice Management & Administration 0 Completed

Daily Billing report by date of service (not date entered)

Please please please have the ability to run the daily billing report by date of service instead of date entered. I have to manually calculate the corrects date of service and clients for payments which takes a long time.
Guest over 8 years ago in Reporting 0 Completed

Allow staff with "Therapist" permissions to Share New Form(s)

Allow staff with "Therapist" permissions to "Share New Form(s)" under the General Documents tab so that they can request clients to complete screening tools (e.g., PHQ-9, GAD-7, custom forms) as needed instead of needing to contact someone with ad...
Guest about 4 years ago in Practice Management & Administration 0 Completed

Search activity log for when superbills were emailed

When a superbill is emailed it will show in the activity log, but I'm not able to search for this action. Allow me to search for the action so I can find these entries faster.
Guest over 3 years ago in Practice Management & Administration 2 Completed

Add day of the week shortcut to appointment reminders

Currently, email reminders include date and time. Please add DAY of week.
Guest almost 9 years ago in Calendar & Scheduling 4 Completed

Change calendar to show only client initials in the telehealth link in notes section of calendar when preference is set for initial only

Right now the telehealth link shows the full client name in the notes section on the calendar. This negates the initial only preference and compromises the initial only calendar. Please institute a change to the calendar to show only client initi...
Guest over 4 years ago in Telehealth Appointments 1 Completed

Clarify "Card on File" Status in Client List

The column on the grid that says "card on file" is not clear. Multiple clients have cards on file, but the card on file is only reflected as a yes if there has been a charge to the card.
Guest over 4 years ago in Clients & Groups 0 Completed