We just started the automated invoiceing, so far we like it, but we would really like to set a start date. So we started doing our billing in house on April 1st, We would like to set it as that, so if I delete an invoice from a ledger, it doesn't ...
When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).
Guest
over 4 years ago
in Clients & Groups
3
Future consideration
I schedule multiple doctors on each day. It is very hard to see the line between the days of the week. I would like to see a dark line seperating the days of the week. The days look like they run together.
When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.
Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
Guest
almost 4 years ago
in Notes & Cases
3
Future consideration
Make Clients Complete forms before scheduling appointments
A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my ser...
Change verbiage on portal signup page if invitation was sent
If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
0
Future consideration
0
Future consideration
