Add client availability to prospective clients list
When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our ...
Provide more plan information when running eligibility checks
When running eligibility checks, the returned information should provide more information about the client's plan such as the deductible amount, copay, etc.
Add alert when required fields are not completed in client intake forms
When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
Guest
about 5 years ago
in Intake Forms
3
Future consideration
5
Future consideration
3
Future consideration
