We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...
Ability to have more than one bank account that will receive the payment when accepting credit payments. This can be based on user log in.
This is useful when operating under an umbrella company but individual providers are sole proprietorship wi...
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
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
2
Future consideration
