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Search claims in Paid/Processed tab by processed date

Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Add report that will pull information filled in from dynamic forms

There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
Guest over 9 years ago in Dynamic Forms / Reporting 3 Future consideration

Dynamic Client Search Engine

it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see ...
Guest over 6 years ago in Clients & Groups 8 Future consideration

Breakdown age further in Demographic Snapshot

When running the Demographic Snapshot report and viewing the client distribution by age, have more age brackets to help inform our marketing and hiring. For example, break down the 0-25 age bracket further (e.g., 0-6, 7-12, etc.).
Alyson Skok over 4 years ago in Reporting 1 Future consideration

Add organization email to intake forms

Have my organization's email address displayed at the top of intake forms.
Guest about 6 years ago in Practice Management & Administration 3 Future consideration

Sort invoices by date of service in client's ledger

When viewing a client's ledger, allow me to sort the invoices by date of service.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Add Reason Code for Claim Denial due to Insurance

Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Don't display fields I haven't filled in on initial assessment

On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocatio...
Guest about 3 years ago in Notes & Cases 3 Future consideration

Add Client Portal to Clients section

To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
Guest over 4 years ago in Clients & Groups 0 Future consideration

Remove staff display order if staff can only view personal calendar

If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration