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Reminder for when clinic forms need to be updated

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...
Guest almost 4 years ago in Appointments & Scheduling 0 Future consideration

Send therapists their schedule each day via email

As a therapist, allow me to receive a daily email of my schedule.
Guest over 10 years ago in Calendar & Scheduling 6 Future consideration

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.
Guest over 1 year ago in Client Account Management 1 Future consideration

Create new claim tab after paid/processed

Create a new claim tab after the Paid/Processed tab that I can move claims into manually once I've verified that they've actually been paid.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Import Clients Default Location and Provider

Please add a field that automatically includes the client's default location and assigned provider during import of client lists.
Guest 7 months ago in Clients & Groups 0 Future consideration

Display announcement to all clients on portal

Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
Guest almost 3 years ago in Messaging 2 Future consideration

Create multi-select dropdown form element that only displays selected responses

Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.
Toni Aswegan 7 months ago in Notes & Cases 0 Future consideration

Export Dynamic Form data to Excel

Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
Guest almost 3 years ago in Dynamic Forms / Reporting 1 Future consideration

Create all the day's invoices from the Agenda

Allow me a quick way to create all the invoices from today's appointments from the Agenda.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration