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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.
Guest almost 9 years ago in Billing & Payments 6 Future consideration

Make client notes more prominent

When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.
Guest almost 4 years ago in Clients & Groups 2 Future consideration

View DOS and invoice number for unapplied payments from an ERA

When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...
Guest 9 months ago in Billing & Payments 0 Future consideration

Allow archived clients to access portal for contacts

If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
Guest almost 2 years ago in Client Account Management 2 Future consideration

Print/export service types

Allow me to print or export a list of my organization's service types.
Guest over 2 years ago in Practice Management & Administration 0 Future consideration

Ability to remove all clients from a group

Current behavior is that you need to have 2+ clients assign to a group before removing any clients. Looking to have the ability to remove any amount of a clients from a group.
Guest about 5 years ago in Clients & Groups 1 Future consideration

View all clinical notes and contact log entries

Have a place where I can view all clinical documentation (assessments, progress notes, and treatment plans) and contact notes in chronological order.
Guest almost 2 years ago in Notes & Cases 4 Future consideration

Customize discharge summary

Allow me to customize the discharge summary that appears when closing a case.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Report on completion time for clinical documentation

Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments wit...
Guest over 2 years ago in Reporting 1 Future consideration

Send intake forms to clients via text message

Allow me to send forms to clients via text message for them to fill out on their phones.
Guest over 2 years ago in Clients & Groups 3 Future consideration