Ideas

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110 VOTE

Ability to recur an appointment on a set day of the month (e.g., 2nd Tues of every month).

Many of our standing meetings are scheduled based on a set day of the week, but currently we can only recur appointments weekly or monthly (on a set calendar date), and not using custom criteria like you can do in Outlook or iCal.

Created over 2 years ago by Barbara Endlich

Practice Management

16 Shipped
58 VOTE

When a code/authorization is updated, the provider and client signatures are wiped

This is a change that was recently made; when the original appt was coded with code A but then biller has to change the entry with code B, any previously collected signatures will be wiped. While I understand the reasoning, the client and employee...

Created almost 2 years ago by Deniz Ozel

Practice Management

3 Shipped
30 VOTE

Request for the authorization report to update in real-time

Can we have the auth page update in real time to minimize going over authorized limits?

Created about 1 year ago by Guest

Practice Management

3 Shipped
58 VOTE

On the face sheet, make 'Address & Contacts' visible without having to scroll past the 'Physician' & 'Other' fields.

The purpose of the left sidebar was formerly for the client's contact information. Recently, the 'Physician' and 'Other' fields were added which are helpful, however the position of those fields splits the 'Basics' field and the 'Address & Con...

Created over 2 years ago by Charlene Murray

Practice Management

2 Shipped
42 VOTE

We should have an app. This would be way easier to use opposed to going onto a website on my browser

No description provided.

Created almost 2 years ago by Guest

Practice Management

1 Shipped
39 VOTE

Bulk add event label to appointments in schedule view as grid

Having the ability to bulk add event label to appointments in schedule view as grid just like we add billing labels in the billing screen would be great.

Created about 2 years ago by Paul Heering

Practice Management

8 Shipped
48 VOTE

Full names on left of schedule

We have several clients with duplicate first initials and last names. This makes it tricky for some of our providers to differentiate their schedules. It would be nice to see the full name instead of just J.Doe, etc.

Created over 2 years ago by Megan Summer

Practice Management

1 Shipped
48 VOTE

Timestamp on signatures

It would be extremely beneficial to have a timestamp attached to signatures in files, notes, and forms. This would allow multiple signers to sign a single document with a record of when the document was signed. We have several insurance payors t...

Created over 2 years ago by Guest

Practice Management

4 Shipped
40 VOTE

More advanced automatic sharing options on files

We use note templates to complete session notes, which need to be shared among several members of a client's treatment team. Because it's easy to forget to share the note with other members of the team after completing the note, we set up automati...

Created over 2 years ago by Lauren McKee

Practice Management

0 Shipped
37 VOTE

Next 5 appointments option on schedule widget

We schedule new clients several weeks out, so we can't use the widget as effectively as we would like. Can you please add a "next 5 appointments" option so we can easily see upcoming appointments regardless of date without having to scroll through...

Created over 2 years ago by Megan Summer

Practice Management

2 Shipped