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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 ...
Guest about 5 years ago in Practice Management & Administration 5 Future consideration

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.
Guest almost 2 years ago in Billing & Payments 2 Future consideration

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

Customize the progress note header

Allow me to customize what information displays on the progress note header.
Dolores Crosby 3 months ago in Notes & Cases 0 Future consideration

Allow clients to sync their portal appointments with their personal calendars

Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
Molly Marr 3 months ago in Calendar & Scheduling 0 Future consideration

Create custom write off categories

Allow me to create custom write-off codes/categories so I can classify my write-offs.
Guest about 4 years ago in Billing & Payments 6 Future consideration

Allow therapists to sign intake documents

Allow therapists to sign intake forms that are received from clients.
Brenda Lopez over 4 years ago in Clients & Groups 6 Future consideration

Telehealth link for Couples Psychotherapy

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...
Guest about 4 years ago in Calendar & Scheduling 4 Future consideration

Default rendering provider on invoice to staff on appointment

When creating an invoice for an appointment, make the rendering provider default to the staff member on the appointment.
Guest over 3 years ago in Billing & Payments 6 Future consideration

Don't send new appointment email for previous service dates

If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Jen Morrill 3 months ago in Appointments & Scheduling 0 Future consideration