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Allow clients to journal in client portal

Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
Guest almost 4 years ago in Client & Billing Details 3 Future consideration

Schedule next appointment after signing progress note

Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
Guest over 10 years ago in Notes & Cases 3 Future consideration

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 about 2 years ago in Practice Management & Administration 5 Future consideration

Edit interventions when adding goals

When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago over 4 years ago in Notes & Cases 5 Future consideration

Process international credit cards

Allow me to process international credit cards within the app.
Guest about 6 years ago in Billing & Payments 4 Future consideration

Search insurers when adding an insurer to a client

Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.
Guest 9 months ago in Billing & Payments 0 Future consideration

Add PCL-5 as an intake form

Add PCL-5 as an intake form so that I can send it to clients.
Guest over 4 years ago in Notes & Cases 6 Future consideration

Set when I receive reauthorization reminders

If I choose an authorization end date, allow me to set how far out I receive the reauthorization reminder. Currently, if I set the authorization end date, I will receive a notification or email 7, 30, and 60 days out from the Authorization expirat...
Guest about 3 years ago in Practice Management & Administration 3 Future consideration

Allow clients to print statements from the client portal

Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.
Guest about 3 years ago in Client Portal Payments 3 Future consideration

Apply to all group members when editing a note

If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.
Guest over 1 year ago in Notes & Cases 3 Future consideration