Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 1827

7 VOTE

Automatic telehealth appointment creation for specific service types

Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.

Guest almost 3 years ago in Practice Management & Administration 5 Future consideration

20 VOTE

Allow providers to sign completed portal forms

Allow a space for the therapist/provider to sign the intake paperwork after the client has completed it without having to download the form and reupload it.

Guest almost 8 years ago in Notes & Cases 2 Future consideration

1 VOTE

Display template name when viewing list of progress notes

I want to see what progress note template I used when viewing the list of progress notes for a client.

Melissa Dickens 5 months ago in Notes & Cases 0 Future consideration

8 VOTE

Notify me of outstanding balances

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.

Guest about 3 years ago in Messaging & Notifications 1 Future consideration

13 VOTE

Add new name field to client details

Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...

Guest about 5 years ago in Clients & Groups 3 Future consideration

8 VOTE

Reorder client flags

When managing the flags in Organization, allow me to reorder them.

Guest about 3 years ago in Practice Management & Administration 1 Future consideration

5 VOTE

Provider pay rates per client

If our providers refer someone that ends up becoming their client, that provider gets an extra 5% for that client's sessions. There currently isn't a way for a provider to have multiple pay rates, or tie those rates to a client.

Guest almost 2 years ago in Practice Management & Administration 4 Future consideration

15 VOTE

Require diagnosis on Initial Assessment

If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sendin...

Guest almost 6 years ago in Notes & Cases 4 Future consideration

12 VOTE

Text notification for client portal messages

Send me a text notification when a client sends a message through the client portal.

Guest almost 5 years ago in Messaging & Notifications 2 Future consideration

7 VOTE

Add rating scale as a dynamic form element

Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.

Guest almost 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Please enter your email address

FILTER BY CATEGORY