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 8 years ago
in Reporting
7
Future consideration
When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
It would be great if there was a service that allowed us to request a translator when scheduling a Telehealth session if we're seeing a client who has a different primary language.
Increase visibility of the Submit button for intake forms on the client portal
Move the "Submit" button to a more prominent place because many of my clients miss the submit button since they have to scroll down to the bottom of the page.
Guest
over 6 years ago
in Intake Forms
7
Future consideration
Insurance Refund and Bulk Insurance Payment Posting
We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with ...
7
Future consideration
3
Future consideration
