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Change service type selection when scheduling appointment via client portal

When a client schedules an appointment through the client portal, they have to select a service type. Most of our clients don't understand what the service types mean. Also, there could be a lot of service types to choose from since this is set at...
Guest almost 6 years ago in Calendar & Scheduling 8 Future consideration

Download intake paperwork directly to Clinical Docs

Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so...
Guest over 5 years ago in Practice Management & Administration 1 Future consideration

View DOS and invoice number for unapplied payments from an ERA

When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...
Guest 5 months ago in Billing & Payments 0 Future consideration

Move diagnosis code to client 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 over 3 years ago in Clients & Groups 5 Future consideration

Share documents during telehealth sessions

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.
Guest about 6 years ago in Conducting Telehealth Sessions 3 Future consideration

Client notes, assessments, documents available through the portal

I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.
Guest over 6 years ago in Intake Forms 7 Future consideration

Supervise telehealth sessions

As a supervisor, allow me to join Telehealth sessions without having to subscribe to Group Telehealth, or allow me to view recorded telehealth sessions.
Guest over 4 years ago in Conducting Telehealth Sessions 9 Future consideration

View EOB from ERA Received claim tab

Allow me to print the EOB from the ERA Received claim tab.
Guest over 4 years ago in Billing & Payments 3 Future consideration

Report on all emails sent to clients

Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest about 2 years ago in Reporting 1 Future consideration

Track sent, pending, accepted client portal invitations

I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overl...
Guest over 7 years ago in Invitations 8 Future consideration