Set how far out clients can book appointments on the portal
Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest
about 8 years ago
in Notes & Cases
5
Future consideration
Create and send dynamic forms to clients that aren't intake
Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.
Bulk apply write-offs to invoices when processing ERA payments
When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
3
Future consideration
