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Add tag or status to prospective clients

Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Add a table to a dynamic form

Allow me to add a table to a dynamic form so clients can fill in parts of the table.
Guest about 2 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

Remove character limits in progress notes

Remove the character limit when typing in free-text fields in Progress Notes.
Guest almost 4 years ago in Notes & Cases 3 Future consideration

Add a paid column to the detailed attendance report

I would love to have a Paid colum added to the Detailed attendence report. I use this report for payroll. And with all the different cotnracted rates I would be able to see correctly what we made per week/month.
Rachael Eichhorn almost 4 years ago in Reporting 0 Future consideration

Label contact info in client details

I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest over 5 years ago in Clients & Groups 3 Future consideration

Only marked check boxes should appear on Dynamic Forms

Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.
Guest over 2 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Exclude insurers for staff

Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.
Guest about 2 years ago in Practice Management & Administration 2 Future consideration

Add ASAM assessment tool

For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.
Guest over 7 years ago in Notes & Cases 2 Future consideration

Move existing progress note to a different case

Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.
Guest about 5 years ago in Notes & Cases 5 Future consideration

Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie 11 months ago in Billing & Payments 0 Future consideration