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Print paid invoices and superbills from the client portal

Allow clients to print and download paid invoices and superbills, or invoices and superbills with no balance, from the client portal.
Guest about 3 years ago in Client Portal Payments 27 Future consideration
184 VOTE

Implement an hourly or flat rate for staff payroll

Instead of percentage, is it possible to set up a set pay rate for the staff. For example, I pay my therapist $30-40 hrly regardless of the insurance so each client they see is the same pay rate.
Guest almost 9 years ago in Practice Management & Administration 48 Future consideration
159 VOTE

Select which goals appear on progress notes

Allow me to select which goals appear on the client's progress note for that session. I only want the relevant goals that we worked on in that session to appear, or none at all, rather than having all of their goals appear.
Guest over 7 years ago in Notes & Cases 31 Future consideration
169 VOTE

Accept ACH payments from clients

In addition to the credit card options for payments, allow my clients to make payments using ACH.
Guest about 8 years ago in Billing & Payments 20 Future consideration

Allow to duplicate questions on dynamic forms

It would be nice if we could duplicate questions and responses on dynamic forms.
Guest 19 days ago in Dynamic Forms 0 Future consideration
181 VOTE

Client birthday reminders

Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.
Guest about 9 years ago in Messaging & Notifications 26 Future consideration
139 VOTE

Provide automatic alerts for missing progress notes

It would be helpful to be able to select a client and the system automatically alert you to missing progress notes.
Guest almost 7 years ago in Messaging & Notifications 4 Future consideration
145 VOTE

Print work or school excuse notes from Agenda

It would be very helpful to have something on the Agenda that would let us print appointment excuses for school and work.
Guest over 7 years ago in Calendar & Scheduling 8 Future consideration
140 VOTE

Apply batch write-offs to remaining balances due across different client ledgers

Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insura...
Marla Deibler about 7 years ago in Billing & Payments 17 Future consideration
189 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest over 9 years ago in Clients & Groups 28 Future consideration