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.

All ideas

Showing 1824

5 VOTE

Calculate client's coinsurance rate

Allow me to put in a client's coinsurance and the rate and have it auto-calculate.

Guest over 1 year ago in Billing & Payments 2 Future consideration

1 VOTE

Filter fully paid invoices from batch invoicing

Allow me to filter out fully paid invoices from batch invoicing.

Michele Reyes 4 months ago in Billing & Payments 0 Future consideration

28 VOTE

Add column for staff to Payments and Payment Methods report

I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...

Guest over 9 years ago in Reporting 7 Future consideration

19 VOTE

Add insurance payer to Payment Methods report

Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.

Guest over 6 years ago in Reporting 3 Future consideration

8 VOTE

Create client appointment that doesn't require a progress note

Allow me to create a client appointment that doesn't require a progress note to be attached.

Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

8 VOTE

Report on clients with insurance

Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).

Guest over 2 years ago in Reporting 3 Future consideration

1 VOTE

Group multiple invoices onto a single claim

Allow me to group multiple appointments onto the same claim after the individual invoices have already been created. I know I can group multiple dates of service onto the same claim when creating an invoice, but I want to take the individual invoi...

Mia Perlman 4 months ago in Billing & Payments 0 Future consideration

1 VOTE

Use Stripe payments without disabling cross-site tracking

The current payment processing method requires Mac users to disable Cross-Site Tracking and Block All Cookies, but I don't want to change these settings.

Guest 4 months ago in Billing & Payments 0 Future consideration

11 VOTE

Save different calendar views

Allow me to apply filters to my calendar and save it as a calendar view so I can easily switch back and forth between different views on my calendar. For example, I may want to create a view for each location or for certain therapists at each loca...

Guest over 3 years ago in Calendar & Scheduling 4 Future consideration

6 VOTE

Revoke client portal invitations

Allow me to revoke a client portal invitation in instances where it was sent in error.

Guest about 2 years ago in Client Account Management 1 Future consideration

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