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Advanced claims activity report

Allow me to request and receive real-time claim updates from payers.
Guest about 1 month ago in Reporting 0 Future consideration

Don't retroactively change service fee if updated

If I update the fee for a service type the change should only apply to newly created invoices, not past ones. It's easier to update the fee rather than archive it and create a new one.
Kim Beaulieu 2 months ago in Billing & Payments 0 Future consideration
104 VOTE

Add list of clients to contact for next available appointments

Have a cancellation list (list of people waiting for appointments for a certain week in case of cancellations)
Guest over 6 years ago in Calendar & Scheduling 17 Future consideration

Automatic out-of-office reply for portal messages

If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
Guest about 4 years ago in Messaging & Notifications 18 Future consideration

Add adjusted contract rate in ledger

Please also add an adjusted contracted rate click under the client payment and write off. This way we could actually know what were write off's due to loss of income and what were actual contracted rate differences in reports. And then also create...
Rachael Eichhorn over 4 years ago in Billing & Payments 1 Future consideration

Archive intake forms

Allow me to archive intake forms so they no longer show up in our list.
Guest almost 3 years ago in Practice Management & Administration 14 Future consideration

Allow telehealth clients to indicate their location

Before a client joins a telehealth session, have them indicate their location and make that visible to me as a provider. For safety plan purposes, best practice is that you document where the person is when conducting the session (at their home, d...
Guest almost 2 years ago in Conducting Telehealth Sessions 8 Future consideration

Select which individuals in contact network get intake forms (Family Accounts)

Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill ...
Guest over 3 years ago in Intake Forms 29 Future consideration

Measure treatment success rate and track outcomes in a report

I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).
Guest about 6 years ago in Reporting 23 Future consideration
107 VOTE

Send reminder to clients if intake documents have not been completed

Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.
Guest almost 7 years ago in Intake Forms 20 Future consideration