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.
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
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
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