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
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
Display more recurring appointments when loading full history
When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
Guest
over 3 years ago
in Clients & Groups
10
Future consideration
Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
Document communication in prospective clients list
When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Allow me to add multiple copays for an insurance plan. Sometimes the copays are different for in-person vs telehealth, or individual vs. family sessions and we need to charge the client correctly.
Guest
over 3 years ago
in Clients & Groups
6
Future consideration
8
Future consideration
10
Future consideration
