Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.
We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amou...
Guest
over 2 years ago
in Reporting
7
Future consideration
Allow clients to sync their portal appointments with their personal calendars
Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
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
For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.
When I'm conducting a telehealth session, allow me to share documents with my client so that I can provide them with worksheets to use during the session.