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
about 4 years ago
in Notes & Cases
3
Future consideration
Select which organization address is displayed on intake forms
We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
Allow saved credit cards from contacts to show in TheraNest
If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.