Ensora Mental Health Ideas Portal
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Status Future consideration
Categories Calendar & Scheduling
Created by Guest
Created on Feb 11, 2019

RELATED IDEAS

Display client credit on Agenda

If a client has a credit, allow me to view how much their credit is on the Agenda.
App Type Provider App
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    • Guest
      Reply
      |       Jun 9, 2023
      This would be very helpful. I see people requested this years ago, surprised this has not been added. Just like you see a balance due, you should be able to see a credit balance.
    • Guest
      Reply
      |       Nov 17, 2022
      THIS WOULD BE EXTREMELY HELPFUL! PLEASE ADD THIS FEATURE LIKE YOU HAVE FOR DISPLAYING CLIENT BALANCES VIA AGENDA
    • Tiffany Corjay
      Reply
      |       Jul 25, 2020
      It would be very helpful to be able to see the copay due and paid from the agenda
    • Guest
      Reply
      |       May 6, 2019
      Add a "Client Credit" button in Clients and Agenda (when applicable) identical to the one already displayed in Ledger. This would make it easy to spot client credits at a glance across the caseload, especially when viewing the Clients page. It would help identify standing credits more consistently and reliably for monthly billing processes.