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Showing 1799
286 VOTE

Allow multiple client signatures on intake forms

Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest almost 7 years ago in Intake Forms 64 Future consideration
113 VOTE

Assign tasks to other staff

Allow me to create a task and assign it to another staff member.
Guest almost 3 years ago in Practice Management & Administration 26 Future consideration
332 VOTE

Report on missing, expiring, and unsigned treatment plans

Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
Guest over 8 years ago in Reporting 87 Future consideration
247 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest over 6 years ago in Client & Billing Details 83 Future consideration
276 VOTE

Create custom reports

Allow me to create a custom report by selecting information/data fields from a list.
Guest over 7 years ago in Reporting 49 Future consideration

Select which organization address is displayed on Invoices & Superbills

Add an option to select which organization address is displayed on billing documents (invoices, statements, superbills, etc.); the "Send Payments To" address is not always required depending on the type of payment (self-pay vs. insurance).
Bella Barker 2 months ago in Billing & Payments 0 Future consideration

Display charge amount in payment processing window

The window for charging a credit card doesn't show the amount being charged. It would be helpful to verify that you are charging the correct amount before you complete the transaction.
Jordan Beaver 22 days ago in Billing & Payments 0 Future consideration

Record telehealth sessions for later review

It would be great if we could record sessions and have transcriptions of sessions automatically produced if the client consents. This would be especially helpful for any student intern trainees using the platform.
Guest about 1 month ago in Conducting Telehealth Sessions 0 Future consideration

Add option to "add to existing invoice" when billing appointments from Agenda

When billing appointments from the Schedule Agenda view, add an option to "add to existing invoice" in addition to the options to add a progress note and add a new invoice.
Guest 3 months ago in Billing & Payments / Calendar & Scheduling 0 Future consideration
241 VOTE

Automatically set appointment duration based on service type (Calendar & Client Portal)

When patient (or provider) makes appointment for patient, the calendar slot should auto match in length to the service selected (45 min, 30 min, 60 min). Having an auto time select based on the service length selected saves time and prevents the p...
Guest about 7 years ago in Calendar & Scheduling 38 Future consideration