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Showing 2015 of 2015

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 3 months ago in Clients & Groups 0 Future consideration

Search Clients by their Insurnace Policy ID

Allow me to search for clients using their Policy ID when using the client search in the top navigation bar.
Guest 3 months ago in Clients & Groups 0 Future consideration
153 VOTE

Allow group notes to be entered for all clients at one time

It would be helpful if we could enter in one note for everyone in the group, point/click to add the clients in the group (because it is different each time) and add specifics next to each person in the group if needed.
Guest about 7 years ago in Notes & Cases 17 Future consideration
161 VOTE

Print work or school excuse notes from Agenda

It would be very helpful to have something on the Agenda that would let us print appointment excuses for school and work.
Guest over 7 years ago in Calendar & Scheduling 8 Future consideration
108 VOTE

Make demographic fields on client portal required

Allow me to make certain demographic fields that appear on the client portal required.
George Coyne, III about 5 years ago in Client & Billing Details 30 Future consideration

Modify multi-staff appointments for all members

After creating a multi-staff appointment or event, a block gets created on every member's calendar. If I want to delete the event, I have to delete each one individually, but I may want to edit, or delete the event for all group members.
Guest almost 2 years ago in Calendar & Scheduling 4 Future consideration

Add fax number to Contacts in Contact Network

Add a field for fax number to Contacts in a Client's Contact Network.
Courtney Haight 2 months ago in Clients & Groups 0 Future consideration

Goal bank for treatment plans

When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.
Guest almost 4 years ago in Notes & Cases 9 Future consideration
190 VOTE

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.
Guest about 9 years ago in Practice Management & Administration 48 Future consideration
165 VOTE

Select which goals appear on progress notes

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 about 8 years ago in Notes & Cases 31 Future consideration