Ideas

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75 VOTE

Notifications for Activity/Call Log

Our clinicians would like the option to sign up for notifications when something is added to a client's activity/call log. Our front desk staff, Medical Records, and Billing/Insurance team use this section for important notes, so it would be helpf...

Created over 3 years ago

Practice Management / Platform

1
14 VOTE

Make accidentally cancelled appointments recoverable

On of our techs ran a session with a client in CR Go, graphed all, ended session, and finalized. Fine. Then she accidentally deleted the appointment from her calendar in CR browser BEFORE converting. OOPS. However, there seems to be no way to reco...

Created 8 months ago

Practice Management / Scheduling

0
49 VOTE

Automatically Connect Patient Learning Tree to Staff When Scheduled

Currently, administrators have to manually connect patients and employees through the Utilities and Tools setting. I am proposing employees are automatically connected to patients learning trees and notes when they are schedules with the patient....

Created over 2 years ago

Practice Management / Contacts / Scheduling

3
73 VOTE

Copy n' Paste

It would be awesome to be able to duplicate the same appt, (client, duration, auth codes) to another day. Often these appts do not recur on same days every month or week.

Created over 3 years ago

Practice Management / Scheduling

1 Planned
72 VOTE

Warning for provider self-overlaps prior to saving timesheets.

At timesheet level, want a warning prior to saving a timesheet if the provider is overlapping a timesheet entry with his/herself. The user should be forced to review and maybe check a box prior to saving the overlapping entry. This can help prev...

Created over 3 years ago

Practice Management / Billing

5 Planned
34 VOTE

Daily Notes viewed on calendar

When viewing calendar (weekly or daily view)... It would be a very helpful tool to have a small box at the top of the date to add in a note for yourself. Notes or reminders such as "treatment plan due by this day" or "remember to call (person)."

Created over 1 year ago

Practice Management / Scheduling

0
67 VOTE

Collections Module

Would like a collections module for delinquent accounts with ability to setup payment plans, send templated letters, etc.

Created over 3 years ago

Practice Management / Platform

1 Planned
61 VOTE

Offline Mode for Notes and Forms

Bring offline mode to notes and forms. Notes and Forms are an integral part of our staff's daily responsibilities. When outside of a home or school, often there is no WIFi is present. Offline mode helps bridge the gap. However, the unavailabil...

Created over 3 years ago

Practice Management / Notes & Forms

1
54 VOTE

Save as Draft feature for Central Reach Messages

I rely heavily on saving my draft emails as sometimes I need to come back and add information later. Right now I have to save it as a draft in my work email outside of Central Reach and then transfer the information over after it is completed. If ...

Created almost 3 years ago

Practice Management / Messages

21
2 VOTE

Bulk Share by Label For Library Templates

It would be very helpful if we could bulk share library templates with a Contact label so that we can share it to many providers at the same time.

Created about 1 month ago

Practice Management

0