All ideas

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 ...

Remove the "Archive" Button under Therapist permissions so that they cannot archive client only administration will have access.

To remove saved "Client Signature" on Progress Notes. Have the signature clear after signing for each progress note. Fresh new signature each time and eliminates fraud.

Do not allow signing of progress notes unless appointment is marked Kept. Alternatively show a warning alert to remind staff to mark Kept before signing a progress note.

For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

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.

I noticed that some clinicians who do not have a supervisor assigned in the "permissions" tab does not get any notifications for the "notes awaiting signature" feature. The only way the clinician would know about missing signatures is by running t...

Most questions on intake form are same as Client Portal. Once an intake form is filled, can appropriate fields in Client portal auto populate?

It would be super helpful if there was a report that shows client credits for both active and archived clients

Custom Reports. We should be able to build custom reports based on our data in the system.