All ideas

Oftentimes we have multiple supervisors scheduled to see one client, at different times; i.e., a direct session is scheduled from 8:00-12:00pm, and 1 supervisor is scheduled to overlap 8:00-10:00am, and another from 10:00-12:00pm. Currently it onl...

I need to build a report with the following fields from Billing and Remittance (Customize Report): MRN Patient Name Primary Insurance Payer Secondary Insurance Payer (if any) Claim ID Date of Service Start Date of Service End Billed Date Billed Am...

Add option where clinical staff are not alerted regarding payments made to client accounts.

Cancellation notes included with detailed attendance report would be great! I'm having to export the cancellation report and detailed report, and match up the cancellations with the detailed report in order to have all of the information together.

ability to add staff "on the fly" during scheduling (as entering)

It would save time and be helpful to know which ERAs didn't automatically match to an open invoice without having to open each client's ledger. Adding a column to the customize grid option on the all clients tab to show who has payments that need ...

Credit can not be traced back once they are issued. It would be helpful to be able to trace it back.

It would be so helpful if myself and my biller had access to an aging report.

Psychological Testing uses two sets of CPT codes 96130/96131 or 96136/96137 with "30" or "36" being the first unit of the day and "31" or "37" being all subsequent units provided on the same day. These codes must be grouped into a single invoice w...

Is it possible to block messages from clients that reply back to email notifications they receive that says "". This would assist in getting clients to be more compliant with using the portal.