Add diagnosis to assessment from the progress note
When writing a progress note, and I realize a diagnosis is missing, it would be nice if clicking 'Add Diagnosis' opened a popup window, so I can add the diagnosis without being taken out of the note.
Kayla Wilson
2 days ago
in Notes & Cases
0
Future consideration
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
about 1 year 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
5 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.
Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
Kristen Harper
2 months ago
in Billing & Payments
0
Future consideration
It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.
Christina Leslie
2 months ago
in Billing & Payments
0
Future consideration
When I go to view a client's insurance under the "Bill to and Insurance Tab" it would be helpful to see the policy holder in the grid under manage insurance without actually having to click "edit" in order to view that information.
0
Future consideration
