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Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.
Guest about 3 years ago in Billing & Payments 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 about 6 years ago in Clients & Groups 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 about 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 about 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

email confirmation

I would like the ability for an automated appointment confirmation to be sent by email at the time the appointment is made
Guest over 3 years ago in Messaging & Notifications 0 Already exists

email for client portal

It would be helpful, particularly for juvenile clients with siblings, to have the client portals linked for siblings or being able to use the same login email for more than one account. Right now, client's parents cannot have access to both their ...
Guest over 3 years ago in Messaging & Notifications 0 Already exists

Allow non-administrators to invite clients to client portal

No description provided
Guest almost 4 years ago in Practice Management & Administration 0 Already exists

Sex Assigned at Birth + Standard Intake Form

I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male." See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
Guest about 4 years ago in Clients & Groups 0 Already exists

bcc in emails to send same letter to multiple patients

In the current secure portal we cannot send the same message to multiple patients without each seeing the other names. In order to avoid that happening in the current configuration the same email has to be sent to each patient individually. This ...
Guest over 4 years ago in Messaging & Notifications 0 Already exists