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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

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

Make it easier to mute telehealth participants

Make it easier to mute telehealth participants. Right now it's too many clicks into a menu to mute someone or me.
Guest about 2 years ago in Conducting Telehealth Sessions 0 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 almost 5 years ago in Clients & Groups 0 Future consideration

Include location in email when appointment is scheduled

Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.
Guest over 8 years ago in Messaging & Notifications 3 Future consideration

Add "other" option to dropdown and multi-select form elements

When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.
Guest 5 months ago in Dynamic Forms 0 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest 5 months ago in Billing & Payments 0 Future consideration

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa 5 months ago in Notes & Cases 0 Future consideration

Report on client and case forms

Allow me to report on client or case forms that show when the form was completed and if there's a signature attached.
Guest over 6 years ago in Reporting 6 Future consideration