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allow use of the "Copy From Last Session" feature when you Enter Notes from the dashboard.

Currently if you utilize the Enter Notes button from the dashboard, it takes you to a new, blank progress note, without giving the option of utilizing the Copy feature. You must enter from the client page in order to do so.
Guest over 8 years ago in Notes & Cases 0 Completed

Break up ERAs by payer

Have ERAs come back into TN by payer as opposed to one big file with all payers.
Guest over 5 years ago in Billing & Payments 0 Completed

Select all service types when running the detailed attendance report

When I'm running the Detailed Attendance Report, allow me to select all service types so I don't have to click one individually.
Guest almost 3 years ago in Reporting 1 Completed

Remove auto-formatting from Co-Insurance Amount input

If you enter in an amount for the co-insurance field, it automatically formats the number as if it was a dollar amount even though it's a percentage.
Guest over 5 years ago in Billing & Payments 0 Completed

Better Payer Name Matching in ERAs

I have now set up multiples of the same Payer ID with different names. There is no way I can manually select names for some of the carriers, with over 500 Patients this is not a viable option.
Guest almost 6 years ago in Billing & Payments 1 Completed

add a 72 hour option for reminder emails.

We have a 48 hour cancelation policy, so the 48 hour reminder does not assist us at this time. Thanks!
Guest almost 9 years ago in Calendar & Scheduling 1 Completed

Display Place of Service code numbers in dropdown

Display the place of service code in the dropdown option for Place of Service on invoices and progress notes. For example Office is 11, Telehealth is 02, Group Home is 14, etc. This way we will know we are selecting the correct option that will be...
Guest almost 6 years ago in Billing & Payments 0 Completed

Use SOAP template for group notes

When creating a progress note for a group case, allow me to use the SOAP template.
Guest almost 3 years ago in Notes & Cases 1 Completed

Add name to client info on Statements

Please add name field to Client Info section of re-designed statements.
Guest almost 6 years ago in Billing & Payments 0 Completed

Add an "Appointment Status” dropdown menu option in the event scheduling window in Calendar.

It would be superbly convenient to add the option to change Appointment Status in the Calendar event scheduling window. That would allow for three convenient access points to make an appointment status change: (1.) From the Dashboard (now enabled)...
Guest about 9 years ago in Calendar & Scheduling 2 Completed