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Report on client ledgers

Allow me to run a report that will show each client's balance, credits, and unapplied payments.
Guest over 4 years ago in Reporting 5 Future consideration

Send a mass secure message to just contacts

We work with minors whose parents/guardians have portal access with secure messaging. It would be helpful for admin and therapists to be able to send a mass message to all contact networks by being able to click All Contacts instead of listing eac...
Erica Anderson 2 months ago in Messaging & Notifications 0 Future consideration

Send a message to a client without the contact seeing

Currently the client contact network can only use secure messaging if given access to the client’s messages. I need to be able to send secure messages to both the client and the contact network without the contact network seeing the client’s messa...
Erica Anderson 2 months ago in Messaging & Notifications 0 Future consideration

Turn off notification options for supervisee/supervisor review

It is annoying to receive many notifications that my supervisees have completed a case note. I would like to be able to turn the notifications off.
Guest almost 7 years ago in Messaging & Notifications 9 Future consideration

Apply signature to superbills

As a therapist, allow me to apply my electronic signature to superbills. Some of my clients are saying they need it for reimbursement.
Guest almost 4 years ago in Billing & Payments 9 Future consideration

EMDR treatment in telehealth

It would be nice to have a function that assists with bilateral stimulation for EMDR therapists in telehealth. Perhaps a light bar embedded in the telehealth screen.
Guest about 5 years ago in Conducting Telehealth Sessions 10 Future consideration

Notify me if I have unsigned progress notes

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.
Guest over 3 years ago in Messaging & Notifications 2 Future consideration

Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 5 months ago in Messaging 0 Future consideration

Add a genogram builder function

A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest over 9 years ago in Clients & Groups 4 Future consideration

Move diagnosis codes to a client's details

Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a n...
Guest about 4 years ago in Clients & Groups 5 Future consideration