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.

All ideas

Showing 1824

1 VOTE

Make it easier to view a client's future appointments

Make it easier to see a client's future appointments. Right now I have to run a report or go to the client's appointment history, add filters, and sort the date. I need to get to this information quicker.

Jackie Wasson 7 months ago in Client Account Management 0 Future consideration

1 VOTE

Add the ability to submit a secondary from the Process Payments Adjustments pop-up window

When processing payments from the Claims page, under ERA Received, it would be really helpful to have the ability to see if a client has a secondary insurance, and be able to submit that secondary claim from the Process Payments Adjustments window...

Tiffany Cornilsen 7 months ago in Billing & Payments 0 Future consideration

4 VOTE

Recover deleted files

Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.

Guest over 2 years ago in Clients & Groups 1 Future consideration

6 VOTE

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.

Guest over 3 years ago in Clients & Groups 0 Future consideration

9 VOTE

Alert staff when files are added to client Clinical Documents and Staff Documents

It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab

Guest over 5 years ago in Messaging & Notifications 0 Future consideration

8 VOTE

Client initials for ALL notifications

When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?

Guest over 4 years ago in Messaging & Notifications 1 Future consideration

7 VOTE

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.

Guest about 4 years ago in Reporting 1 Future consideration

4 VOTE

Invite other participants to current Telehealth session

When conducting a Telehealth session, allow me to invite other participants without leaving the session.

Guest over 2 years ago in Conducting Telehealth Sessions 2 Future consideration

5 VOTE

Send primary ERA when billing secondary

If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.

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

12 VOTE

Allow couples to schedule group appointments through the client portal

Allow a couple or family to schedule a group appointment on the client portal.

Guest about 7 years ago in Appointments & Scheduling 2 Future consideration

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