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THNP1-I-2922
THNP1-I-2518

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6 VOTE

Status Future consideration

Categories Client Account Management Clients & Groups

Created by Guest

Created on Oct 11, 2024

RELATED IDEAS

Automatically schedule clients on a cadence after Initial Assessment
Automatically send invoices to clients
Automatic Appointment Reminders
Enable monthly superbill generation
Automatically approve client appointment requests
Calculate and track assessment scores
Auto add secondary claim when ERA is processed
Implement client survey tool to capture feedback
Option to write off copays with automatic processing
Autopopulate client information in custom forms and intake forms

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.

App Type

Client Portal

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