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 1800

3 VOTE

All for multiple supervisor signatures on clinical documents

If I have more than one supervisor, allow them both to co-sign my clinical documents.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

7 VOTE

Allow calendar appointments to be changed from single staff to multi staff after hitting save

When I need to change an appointment by adding a staff member to an existing appointment, the only way to do this is to delete the appointment and make a new one. Especially for reoccurring appointments, this is frustrating! I work with students w...

Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

4 VOTE

Add Medicaid ID field to client's insurance

When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.

Guest over 2 years ago in Billing & Payments 1 Future consideration

7 VOTE

Spanish Knowledge Base

To have client focused training materials available in the "Knowledge Base" in Spanish.

Guest over 4 years ago in Practice Management & Administration 0 Future consideration

5 VOTE

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 about 3 years ago in Dynamic Forms / Reporting 1 Future consideration

8 VOTE

Access telehealth link from progress note

If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.

Guest about 5 years ago in Notes & Cases 1 Future consideration

3 VOTE

Filter Progress Note Signature Report by documents with no signatures

Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

Guest almost 2 years ago in Reporting 0 Future consideration

2 VOTE

Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.

Allison zBouie over 1 year ago in Billing & Payments 0 Future consideration

5 VOTE

Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...

Guest about 3 years ago in Billing & Payments 1 Future consideration

6 VOTE

Run Service Billing report by service date

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.

Guest almost 4 years ago in Reporting 2 Future consideration

Please enter your email address

FILTER BY CATEGORY