Automatically set appointment duration based on service type (Calendar & Client Portal)
When patient (or provider) makes appointment for patient, the calendar slot should auto match in length to the service selected (45 min, 30 min, 60 min). Having an auto time select based on the service length selected saves time and prevents the p...
Add an option to require insurance information when adding new clients
Add an option to require all client address, Bill To Info, and an insurer when adding a new client to ensure that insurance billing can be completed successfully after client appointment(s).
Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Guest
over 4 years ago
in Notes & Cases
33
Future consideration
Disable appointment reminders after appointment confirmation
If a Client confirms an appointment via an appointment reminder, add a setting to disable subsequent appointment reminders for the Client's appointment.
Filter calendar by room and display room availability
Room calendar and availability would help our staff to see which room is available. If for example one therapist is out, he could remove his name from that room and someone else would be able to use it. Pretty much what we are looking in is to see...
I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...