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.
Remind me if client's have a credit when processing a payment
When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Change symbols in paid column in Payroll by Rendering Provider report
Change the default setting under the Paid column in the Payroll by Rendering Provider report. The check mark that's displayed by default makes it seem like the provider has already been paid even though they haven't.
Cherelle Brown
9 months ago
in Reporting
0
Future consideration
If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".
Guest
over 3 years ago
in Intake Forms
0
Future consideration
Add DSM criteria to presenting problem in the initial assessment
It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.
Guest
9 months ago
in Notes & Cases
0
Future consideration
Add billing alerts or notifications to calendar view
ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view