Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 2042 of 2042

6 VOTE

Move active clients to prospective clients list

Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

Guest about 3 years ago in Clients & Groups 1 Future consideration

9 VOTE

prevent phone calls from interrupting video session

It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.

Christine Wheeler over 4 years ago in Clients & Groups 0 Future consideration

7 VOTE

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 over 3 years ago in Clients & Groups 2 Future consideration

3 VOTE

Add conditional logic to Dynamic Forms to show/hide elements

Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.

Guest over 1 year ago in Clients & Groups / Dynamic Forms 1 Future consideration

6 VOTE

Set default rendering provider for self-pay clients

Allow me to set a default rendering provider for self-pay clients so that the rendering provider can appear on invoices. Right now I can only set a default rendering provider for clients that use insurance.

Guest about 3 years ago in Billing & Payments 2 Future consideration

12 VOTE

Indicate if a client has coverage for telehealth

When viewing a client's insurance details, indicate if the client is covered for telehealth.

Guest about 6 years ago in Telehealth Payments 0 Future consideration

2 VOTE

View DOS and invoice number for unapplied payments from an ERA

When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...

Guest about 1 year ago in Billing & Payments 0 Future consideration

19 VOTE

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.

Guest over 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

4 VOTE

Display client credits in batch payments

When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.

Guest about 2 years ago in Billing & Payments 1 Future consideration

4 VOTE

Report on weekly minutes/units per client

Allow me to run a report that will quickly show me the total number of minutes/units a client received during the week so we can make sure they are meeting their required hours.

Guest about 2 years ago in Reporting 1 Future consideration

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