It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest
over 6 years ago
in Reporting
3
Future consideration
Can you please update that individual telehealth subscription to include sending ONE telehealth LINK to a couple/family who have a shared appointment but will be in the same location?
There is no need to upgrade to the group subscription since o...
Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
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
over 2 years ago
in Reporting
1
Future consideration
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
6 months ago
in Messaging
0
Future consideration