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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

Request non-client appointments/events with other staff

I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
Guest 3 months ago in Clients & Groups 0 Future consideration

Allow multiple open treatment plans

Allow me to have multiple treatment plans open. We have different departments that will write a treatment plan under the same case.
Guest 3 months ago in Notes & Cases 0 Future consideration

Don't select to group all appointments into a single claim when creating invoices from the agenda

When I create an invoice from the Agenda, don't automatically select the option to group all appointments onto a single claim.
Guest 3 months ago in Client & Billing Details 0 Future consideration

Apply payments and write-offs at the same time

Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
Guest almost 3 years ago in Billing & Payments 4 Future consideration

Incorporate reason codes on ERAs

If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!
Guest almost 7 years ago in Billing & Payments 3 Future consideration

Automatically copy address from client to insured

It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest almost 8 years ago in Clients & Groups 10 Future consideration

Send intake forms automatically at a given cadence

Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
Guest almost 2 years ago in Notes & Cases 4 Future consideration