Allow multiple client signatures on clinical notes
Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
10 months ago
in Notes & Cases
64
Future consideration
Require Client to add Insurance Information when creating Client Portal Account
Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller
2 months ago
in Billing & Payments
0
Future consideration
Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
It would be great if we could record sessions and have transcriptions of sessions automatically produced if the client consents. This would be especially helpful for any student intern trainees using the platform.
Administrators should be able to prevent a client from being scheduled by a clinician. Overdue balances need to be paid before an appointment can be scheduled.