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Make Client Additional Details printable

Be able to print the "additional details" section with the clients information in the header (like the case notes).
Guest over 6 years ago in Clients & Groups 0 Completed

Credit card on file report

can you add a credit card on file or not on file indicator to our export client data?
Guest over 6 years ago in Reporting 1 Completed

Missing progress note indicator on Agenda

Hi There! I am really missing the original set up where when a progress note was missing, it was really easy to identify. When you have tons of clients, it's helpful to have a visual to see if you missed or forgot to include a progress note for th...
Guest over 6 years ago in Calendar & Scheduling 1 Completed

Add an intake form for "No Secrets Policy"

Add an intake form for "No Secrets Policy" so I don't have to create it from scratch.
Guest over 2 years ago in Notes & Cases 1 Completed

Include newly added Service Types in "All" calendar filter

Automatically add new service types to what is displayed using the "all" filter as opposed to it being necessary to re-select "all" in the dropdown menu in order for appointments under new billing codes to be displayed correctly in the agenda and ...
Guest over 4 years ago in Calendar & Scheduling 1 Completed

Display medication frequency in dynamic progress note

I'm subscribed to ePrescribe and when I use the Active Medication dynamic form element I want to see the medication frequency pulled into the progress note.
Guest over 2 years ago in E-Prescribe 0 Completed

Billing Info navigation

In the space to put in my credit card for Theranest charges, it only says,"Billing Info," it does not specifically say, "For Theranest Charges." I am new to the system and it is taking a while to get comfortable with it. I was quickly trying to fi...
Guest over 4 years ago in Billing & Payments 0 Completed

Add invoice number to accepted claim tab

Is there anyway to have the invoice number be added to the claims>accepted information?
Guest over 4 years ago in Billing & Payments 0 Completed

Allow clients to test their audio before joining a telehealth session

When clients click to join a telehealth session, allow them to test their audio before the session so we don't run into any issues before the session starts.
Guest over 2 years ago in Conducting Telehealth Sessions 1 Completed

Include newly added staff members in "All" calendar filter

Currently, our staff uses the Staff Filter on the calendar and have "All" selected to show all the providers in our organization. When a new staff member is added, they are not included in this filter and the calendar requires established staff me...
Guest about 5 years ago in Calendar & Scheduling 0 Completed