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Add the ability to update progress of goals for treatment plans

When you create a treatment plan, you can select the progress of each objective which would be "in progress" at initiation. Once it is approved, you are no longer able to add or amend any information.
Guest about 4 years ago in Notes & Cases 1 Future consideration

Make it easier for clients to compose portal messages from phone

Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
Guest over 3 years ago in Messaging 0 Future consideration

Display supervisor and supervisee on superbills

Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.
Guest almost 5 years ago in Billing & Payments 2 Future consideration

View date of last treatment plan when viewing clients list

When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.
Guest 9 months ago in Practice Management & Administration 0 Future consideration

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Guest almost 4 years ago in Billing & Payments 3 Future consideration

Personalize skin tone on practice chat emojis

Please give the option to personalize skin tone on the emojis in Practice Chat. It would be really amazing for our BIPOC community to be able to express themselves in the skin color that they belong in.
Guest about 1 year ago in Messaging & Notifications 2 Future consideration

Pull treatment goals and dx codes into custom forms

Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.
Guest over 5 years ago in Notes & Cases 0 Future consideration

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Send appointment reminders in other languages

Have the client receive the appointment reminder in the language that's identified in their client details.
Guest over 2 years ago in Messaging & Notifications 1 Future consideration