Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.
Guest
over 2 years ago
in Notes & Cases
1
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 ...
See upcoming appointments when working in the client's ledger
Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...
Guest
almost 3 years ago
in Clients & Groups
2
Future consideration