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PINNED Show group note status on the group's appointment history
When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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closing notes signature

Add the ability to electronically sign and date the closing note.
Guest almost 6 years ago in Notes & Cases 0 Already exists

View open notes

To ensure all open notes are successfully signed. It would be helpful to have a section where it shows your pending notes, such as it showing pending notifications.
Guest almost 6 years ago in Notes & Cases 0 Already exists

Allow Client Search when booking from calendar

Allow Client Search when booking from calendar (See attachment)
Guest almost 6 years ago in Calendar & Scheduling 0 Already exists

CLIENT PHONE NUMBERS VISIBLE ON AGENDA

It would be helpful to see client phone numbers on the agenda page. This is because when I am looking at their status (if they confirmed their appointment or not) if they have not confirmed or cancelled, I can call them from the agenda page withou...
Guest about 6 years ago in Calendar & Scheduling 0 Already exists

Secure Text Messaging with clients

Simple Practice has this secure text messaging feature with clients that was nice and could be accessed through mobile app as well.
Guest over 6 years ago in Clients & Groups 0 Already exists

Telehealth place of service

In order to bill insurances for Telehealth, the code for the location in field is normally 11 - office. However, for Telehealth it needs to be 2 - phone. Changing this on the CMS 1500 requires and printed and faxed form which complicates billing.
Guest over 6 years ago in Telehealth Payments 0 Already exists

It would be helpful when running a Progress Note Signature Report Status Filter

It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest over 6 years ago in Reporting 0 Already exists

Run report to show services that are not billed

Currently there is a "Missing Progress Notes" report I can run to see what needs to be completed on that end. Could we add a "Missing Billing/Invoice" report that allows me to quickly see who's billing hasn't been done and get that wrapped up ins...
Guest over 6 years ago in Reporting 0 Already exists

secure text chatting with clients is needed

I need to have a way for clients to text me that is more secure than my phone. With remote (Telemental Health). It is very important to have this feature. As a sole proprietor it is even more important. Thoughts?
Guest over 6 years ago in Messaging & Notifications 0 Already exists

calendar display

Display the calendar so that each practitioner has their own column rather than scattered across the display.
Guest over 6 years ago in Calendar & Scheduling 0 Already exists