Pinned ideas

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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Showing 2037 of 2037

23 VOTE

Indicate signed/unsigned custom form

I use custom forms as my routine documentation template, I would like to be able to quickly see which custom forms remain unsigned.

Guest almost 7 years ago in Notes & Cases 3 Future consideration

10 VOTE

View place of service in batch invoicing

Allow me to view the place of service code when Processing Existing Invoices in Batch Invoicing.

Guest about 3 years ago in Billing & Payments 2 Future consideration

16 VOTE

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.

Guest almost 5 years ago in Reporting 2 Future consideration

21 VOTE

Notify staff when they have been assigned a new client

Send a notification to the staff member when a new client or prospective has been assigned to them.

Guest over 6 years ago in Messaging & Notifications 9 Future consideration

15 VOTE

Remind me which clients want superbills

Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.

Greta Pankratz over 4 years ago in Billing & Payments 1 Future consideration

35 VOTE

Assign "view only" permissions staff members

Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...

Guest over 10 years ago in Practice Management & Administration 3 Future consideration

36 VOTE

Show payer from insurance ERA payments on payment details

I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment. I would also like to be ...

Guest almost 11 years ago in Billing & Payments 2 Future consideration

7 VOTE

Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

13 VOTE

Standard statement footnote

Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.

Guest almost 4 years ago in Billing & Payments 4 Future consideration

12 VOTE

Link initial assessment to a date of service

Allow me to link the initial assessment to a date of service/appointment.

Guest over 3 years ago in Notes & Cases 3 Future consideration

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