Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
Add ability to invoice half and quarter unit increments
For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed.
We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Automatically assign appointments to staff assigned to client
When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.
When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest
almost 2 years ago
in Reporting
1
Future consideration
Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.
7
Future consideration
