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Showing 2015 of 2015

Specify date on treatment plans

When I create a treament plan, allow me to specify the date of the treatment plan rather than it defaulting to the date the case was open.
Lillian Outlaw 6 months ago in Notes & Cases 0 Future consideration

Display charge amount in payment processing window

The window for charging a credit card doesn't show the amount being charged. It would be helpful to verify that you are charging the correct amount before you complete the transaction.
Jordan Beaver 28 days ago in Billing & Payments 0 Future consideration
199 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest over 7 years ago in Billing & Payments 22 Future consideration

Notify me when a client updates or deletes a credit card

Send me a notification when a client updates or deletes their credit card on the Client Portal.
Caitlin D. about 1 month ago in Client Portal Payments 0 Future consideration

Add button to Client Portal to navigate Client to Practice Website

Add a customizable button to the Client Portal that will navigate Clients to the Practice's website. The button can be configured by the Organization Administrator with the URL of the Practice's website.
CMHC Admin 6 months ago in Client Account Management 0 Future consideration
215 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
Guest about 8 years ago in Billing & Payments 54 Future consideration
125 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.
Guest almost 5 years ago in Messaging & Notifications 13 Future consideration
250 VOTE

Add Progress Notes from the Calendar

It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.
Guest over 9 years ago in Calendar & Scheduling 39 Future consideration

Add Addendums for Closed Cases

Add the ability to add addendums to closed Client Cases. This would be beneficial when documenting communication with past clients requesting documentation, references, etc. as it would accurately more accurately track Case activities after they a...
Starlain Saldana 2 months ago in Notes & Cases 0 Future consideration
239 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest over 9 years ago in Clients & Groups 49 Future consideration