Add Cancellation Reason to the Detailed Attendance Report
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.
Tori Evans
12 months ago
in Reporting
0
Future consideration
Show credits and Unapplied Payments for clients more easily
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 ...
Apply Copays to the Correct CPT codes when grouped in same invoice (i.e. psychological testing codes)
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...
Albert Knapp
about 1 year ago
in Billing & Payments
1
Future consideration
Email Notifications sent from client portal to have do no reply email addresses
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.
Guest
over 2 years ago
in General
0
Future consideration
Client Messaging "Send and copy to contact log" add way to know which case it goes to
Hello,
I wanted to use the "send & copy to contact log" feature but cannot identify which case I would like to attach to. Is there a way to have some identifiers show up for this feature. For example, the service type assigned to the case wou...
Guest
over 2 years ago
in Clients
0
Future consideration