Ideas

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45 Vote

Add permissions to disallow canceling all remaining sessions, but keeping canceling just one time cx's

Because we have therapists canceling sessions, our cancellation data is incorrect if they accidentally cancel all remaining sessions instead of just a one time thing. Also we do not want them making permanent changes without going through scheduli...

Created 5 Jun 11:18pm

Practice Management / Permissions

4 Already exists
27 Vote

Additional permission to view patient balance only

We would like certain users to have permission to only view patient balances, but not have further billing access.

Created 5 Dec 02:45pm

Practice Management / Permissions

0
19 Vote

View as Employee for Admins

It would be great to be able to view an employees screen from an administrator account. Applications like Certify and Concur offer this type of option so you can help troubleshoot issues with your users.

Created 24 Aug 07:57pm

Practice Management / Platform / Permissions / Contacts

0
16 Vote

Internal task admins to close internal tickets

Feature request for the ability for internal task admins to close internal tickets that they receive from their employees. Please see screenshot below.

Created 17 Oct 06:58pm

Practice Management / Permissions

0
20 Vote

Ability to edit posted payments rather than void

It would be great if you can check the "is copay" box after posting a payment in case of an error. Perhaps have an edit option with the necessary warnings to limit the chance of accidental edits. This would save a lot of time in case someone for...

Created 17 Nov 06:46pm

Practice Management / Permissions / Billing

1
14 Vote

Ability for organizations to configure client permissions

Currently client permissions are pre-configured by CR and can't be changed. We would like to have the ability to set up client permission groups to control what clients can see / do in their own account.

Created 8 Dec 03:37pm

Practice Management / Permissions / Contacts

0
18 Vote

View the sharing parameters for employees

It would be really helpful to be able to audit if certain employees have autosharing on files for specific other employees. If certain employees are being shared on files that they should not be shared on it would be great if there was a place we...

Created 16 Dec 04:54pm

Practice Management / Permissions / Files

2
8 Vote

Allow employees to see their own productivity

It looks like employees can not see their own productivity widget unless they are given an admin permission. We would like the option to give employees the ability to see their own productivity without this admin permission. It's helpful for emplo...

Created 7 May 05:33pm

Practice Management / Permissions / Dashboard

1
16 Vote

Limit Code To 30 Minutes Use (Always) If 30 Minute Code

The default minutes for scheduling is helpful for scheduling but it still allows the user to blow past that default and edit it. The codes we use this for can NEVER be used for more than 30 minutes. The ability to build into the code a feature tha...

Created 24 Apr 12:18pm

Practice Management / Permissions / Billing

0
10 Vote

Allow User Roles To Assign Sharing Settings When Connecting Contacts

It would be great if we could assign users roles and have sharing settings configured automatically based on role when we connect a user with new employees or clients. Currently these settings (e.g. granting access to "all future" "documents") are...

Created 9 Nov 08:57pm

Practice Management / Permissions / Contacts

0