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non-client events

I suggest an option in preferences to permanently show your non-client events so that you don't have to click the suggest box each time you visit the calendar.
Guest about 1 year ago in Calendar & Scheduling 0 Already exists

Remove archived service types from menus

We archived them for a reason. They do not need to appear when creating an appointment, creating invoices, sorting the calendar by service type, etc.
Guest about 1 year ago in Calendar & Scheduling 0 Already exists

Allow Scheduling of Clients on the Quarter Hour

It would be amazing to be able to schedule clients in 15 minute increments, not just on the hour or half hour. For example, being able to schedule at 8:15, or. 8:45 really increases my ability to be flexible or accurately portray the time I met wi...
Guest over 4 years ago in Calendar & Scheduling 0 Already exists

Add bi-weekly option to recurring appointments

I’d really like to be able to schedule availability on the calendar on an every other two weeks basis!
Guest over 6 years ago in Calendar & Scheduling 2 Already exists

See schedule from client view

Allow me to see my schedule from my client's view.
Guest over 2 years ago in Calendar & Scheduling 1 Already exists

Auto-population of Termination Summaries

It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again. Thanks!
Guest over 5 years ago in Notes & Cases 0 Already exists

colors for service types

Can each service type be assigned a color to make it easier to customize?
Guest almost 2 years ago in Calendar & Scheduling 0 Already exists

report for tracking provider productivity

I would like to be able to run a report for kept appointments by provider, revenue by provider, etc. Also would be useful to break it out by office location.
Guest almost 6 years ago in Reporting 0 Already exists

Add insurance payer to Daily Billing report

Allow me to view the payer when running the Daily Billing report.
Guest almost 4 years ago in Reporting 0 Already exists

Report that shows billing total per each therapist

I need a report that shows billing info for each therapist in our group. We need the report to state Client name, Service Date, DOB, CPT code, and possibly insurance company.
Guest about 6 years ago in Reporting 0 Already exists