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Clarify "Notes" Text Box Purpose on Appointment Window

Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not pro...
Caitlin D. 6 months ago in Calendar & Scheduling 1 Future consideration

Detailed activity log when staff accesses a case

As an admin, allow me to see which staff member accessed a case and the specific information they accessed (a progress note, diagnosis codes, etc.).
Guest 3 months ago in Practice Management & Administration 0 Future consideration

Save information entered in the chat request

When I click the icon to start a chat, I am asked to fill in several fields including a description of my issue. If no one is available to chat, then I get a message back indicating that & everything I typed on the previous screen is gone. Ple...
Andrea Mills 3 months ago in Messaging & Notifications 0 Future consideration

View past progress notes when editing

When editing a progress note allow me to view previous progress notes so I can see what was documented in previous sessions.
Guest 3 months ago in Dynamic Forms 0 Future consideration

Run a daily billing report without invoices

I need to be able to run a report to include Date of Service, Client Name, Rendering Provider, CPT Code, Insurance and Co-pay.
Guest 6 months ago in Reporting 0 Future consideration

Display clients as Last Name, First Name

When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.
Guest almost 2 years ago in Reporting 2 Future consideration

Group Tasks

We would like to be able to have "Group Tasks"
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Limit number of appointments per day or week

Allow me to limit the number of clients I see per day or per week.
Guest about 4 years ago in Calendar & Scheduling 4 Future consideration

Edit appointment status after invoice creation

Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.
Guest almost 6 years ago in Calendar & Scheduling 10 Future consideration

Customize cancellation fee for each clinician

Many of our clinicians charge different rates and have different cancellation rates. Allow me to configure my organization's cancellation policy to setup different rates for each staff member.
Autumn Starks 3 months ago in Calendar & Scheduling 0 Future consideration