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 ...

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

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

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.

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...

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...

I would love the option to have staff mark non-billable appointments as kept or not like we now have for billable appointments. (We can mark client appointments with non-billable service types as "Kept" but not event appointments as "kept".)

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

The current Staff Report breaks down the hours by the rendering provider not the actual Staff that provided the services. This report should be at the staff level