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.
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.
Add Location filter to Payroll by Rendering Provider Report
Add a new Location filter to the Payroll by Rendering Provider Report. which would enable payroll to be better managed and divided out per location for each provider.
Add a social media planner to assist with planning out social media posts, manage content across various platforms, and keep track of a social media strategy. Adding this feature helps therapists streamline their business processes.