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Add date range to the CSV and PDF of the payroll reports

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.
Guest over 1 year ago in Reporting 0 Future consideration

Add appointment notes to Detailed Attendance report

Include any appointment notes on the Detailed Attendance report.
Guest almost 5 years ago in Reporting 0 Future consideration

Edit recurring event title

After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Add date range to demographic snapshot report

Allow me to run the Demographic Snapshot report for a date range.
Guest almost 2 years ago in Reporting 0 Future consideration

Remove signatures from contact log notes

Create a permission that will allow a staff member to remove their signature from a contact log entry.
Guest over 1 year ago in Practice Management & Administration 2 Future consideration

Include Batch invoices and statements in Activity Log

Include Batch invoices and statements in Activity Log
Guest about 4 years ago in Practice Management & Administration 1 Future consideration

All for multiple supervisor signatures on clinical documents

If I have more than one supervisor, allow them both to co-sign my clinical documents.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Select more than one problem in Wiley Treatment Planners

When creating a treatment plan using Wiley, allow me to select more than one problem. Sometimes a diagnosis involves multiple problems.
Guest over 1 year ago in Notes & Cases 1 Will not implement

Client-level activity log

Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Allow supervisor information on invoice

We are having serious issues with the "staff provider" and "billing provider" option, to the extent of being accused of insurance fraud by insurance companies. We have an active training program in which clinicians-in-training (e.g., psychology in...
Guest about 9 years ago in Billing & Payments 1 Future consideration