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Display client credits in batch payments

When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Report on weekly minutes/units per client

Allow me to run a report that will quickly show me the total number of minutes/units a client received during the week so we can make sure they are meeting their required hours.
Guest over 1 year ago in Reporting 1 Future consideration

Custom home page or dashboard

Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced ap...
Guest about 2 years ago in Practice Management & Administration 5 Future consideration

Suppress background noise during telehealth

It would be great if any background noise was suppressed during a telehealth session so that any pets or traffic aren't distracting my clients.
Guest almost 2 years ago in Conducting Telehealth Sessions 3 Future consideration

Billing alerts

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.
Guest over 4 years ago in Messaging & Notifications 2 Future consideration

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 5 months ago in Reporting 0 Future consideration

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 over 8 years ago in Billing & Payments 6 Future consideration

Allow clients to confirm & cancel appointments through email

Allow clients to confirm or cancel their appointment through the emailed appointment reminder.
Guest over 4 years ago in Practice Management & Administration 2 Future consideration

Handwriting to text for tablets

I use my Apple Tablet to write notes with the draw-to-text tool. It would be great if we could use the handwriting to text tool directly in the app.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Fill out an intake form more than once

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