Allow me to include all the required information for insurance reimbursement on the client's payment receipt because it's quicker than generating a superbill.
Allow me to run a report that will show active clients that don't have a future appointment scheduled so that I can contact them about scheduling an appointment.
Guest
over 3 years ago
in Reporting
4
Future consideration
Don't allow me to invoice upcoming appointments as this can lead to incorrect charges if the invoice is created and the client doesn't keep the appointment.
Remove signature option for clients on progress notes
Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest
11 months ago
in Notes & Cases
1
Future consideration
Only allow telehealth sessions to be started within a certain time frame. We've had providers and clients accidentally start future telehealth sessions.
When I create an event appointment on my calendar, allow me to hide the details of it from other staff members because I don't want them to see details of my personal appointments.
