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Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Guest over 5 years ago in Reporting 3 Future consideration

Make billing note box larger

It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
Guest about 6 years ago in Billing & Payments 3 Future consideration

Add client to a "kept" group appointment

Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.
Sara McClure over 2 years ago in Notes & Cases 0 Future consideration

Access all client text messages from top navigation

Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.
Guest about 1 year ago in Clients & Groups 1 Future consideration

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 over 2 years ago in Billing & Payments 1 Future consideration

Schedule appointments for prospective clients

Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
Guest about 3 years ago in Calendar & Scheduling 0 Future consideration

Display service type description on progress notes

Have the service type description appear on progress notes so clients can see what the code is.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Initial Assessment signature report

Create an initial assessment report similar to the Progress Notes signature report that will provide a snapshot of what assessments have/have not been signed.
Guest about 6 years ago in Notes & Cases 4 Future consideration

Assign a primary therapist to a case

Allow me to assign a primary therapist to a case so I can more accurately report on caseloads.
Guest over 2 years ago in Notes & Cases 3 Future consideration

Move active clients to prospective clients list

Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.
Guest over 2 years ago in Clients & Groups 1 Future consideration