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Add information clarifying what data to enter for client portal sign up

Add information clarifying what data to enter for client portal sign up. Parents/guardians are entering their information instead of their child's name in the sign up fields.
Guest over 5 years ago in Invitations 0 Completed

credit card

It's annoying to have to process a payment to add a credit card to someone's database.
Guest over 5 years ago in Billing & Payments 0 Completed

Add ability to send fully paid invoices to claims awaiting submission from ledger

No description provided
Guest over 5 years ago in Billing & Payments 0 Completed

Add easy reference insurance items to client details sidebar

I'd love to quickly see the clients insurance opposed to looking it up.
Guest over 5 years ago in Clients & Groups 0 Completed

Confirmation of receipt emailed to client

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Guest over 5 years ago in Billing & Payments 0 Completed

Display client preferred name on new/edit contact log view

Include client preferred name on Contact Log notes
Guest over 5 years ago in Notes & Cases 0 Completed

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Guest over 5 years ago in Notes & Cases 0 Completed

Add numerical pagination to client portal invite list

not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: ...
Guest over 5 years ago in Client Account Management 0 Completed

Change coinsurance amount field from dollar input to percent value

Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...
Guest almost 6 years ago in Billing & Payments 0 Completed

CPT Code and Diagnostic Code on a Billing Report

No description provided
Guest almost 6 years ago in Reporting 0 Completed