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Report view for payment type

I'd like to see a report view feature that will allow you to see different payment types without going into each case one by one. For example, I will service 20 individuals in a day. I'd like to be able to see who and how much was charged to credi...
Guest over 10 years ago in Reporting 4 Completed

Add telephone number to demographics form

please add a box for client's mobile number on the demographic page of the portal. right now the client would need to update their profile - and most don't even know or see that option.
Guest about 7 years ago in Client & Billing Details 1 Completed

Organization setting to prevent double bookings for providers

As an administrator at my organization, I want to be able to set whether therapists can be double-booked rather than therapists being able to control this setting on their own.
Guest over 3 years ago in Practice Management & Administration 1 Completed

Sort claim awaiting submission by service date

When viewing the claims awaiting submission, allow me to sort by the service date.
Guest over 3 years ago in Billing & Payments 1 Completed

Add link to client portal in email sent when appointment request is declined

within the declined appointment email to clients, put a button there that sends them right back to the portal login so they can try again. Make that easier. (I work with ADHD clients, we got to make it as easy and as few steps as possible)
Guest over 5 years ago in Appointments & Scheduling 0 Completed

allow "special availability"

I have specific hours that I work and don't want my office manager to be able to schedule outside of these hours....BUT occasionally I have an appointment or day that I want to open up for a special occasion. It would be nice if I could do that wi...
Guest over 9 years ago in Calendar & Scheduling 4 Completed

Display Invoice Numbers on Ledger

It would be very helpful to be able to See the INVOICE number in the Ledger. Many clients send checks and reference invoice number only, not DOS and emails requesting information about a specific Invoice but no DOS. You have to look at every open ...
Guest almost 6 years ago in Billing & Payments 0 Completed

Add a column for next upcoming appointment on client list

would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna
Guest almost 6 years ago in Clients & Groups 0 Completed

View availability on the calendar

It would be great if we could see our "Calendar/Preferences and Availability" in a calendar view.
Guest almost 6 years ago in Calendar & Scheduling 0 Completed

Show both client name and Bill To party name on client statements

There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s...
Guest almost 6 years ago in Billing & Payments 0 Completed