All ideas

Showing 2014 of 2014

Keeping clients on schedule and Calendar

As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) ma...

Guest about 1 year ago in Calendar & Scheduling 0 Already exists

4 VOTE

Hide canceled and no-show appointments when creating batch statements

Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...

Guest about 2 years ago in Billing & Payments 0 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 almost 4 years ago in Reporting 1 Future consideration

4 VOTE

Deductible ERA Functionality

As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.

Guest about 2 years ago in Billing & Payments 3 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

11 VOTE

Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms

Guest about 6 years ago in Client & Billing Details 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 about 5 years ago in Messaging & Notifications 0 Future consideration

5 VOTE

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 almost 3 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

See more of the appointment if multiple staff displayed

If we have a lot of staff and want to see the calendar with multiple staff members, modify the view so the appointments don't look so stacked.

Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

3 VOTE

Please enter your email address

FILTER BY CATEGORY