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Mark Events (non-billable appointments) as kept

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".)
Brittiany over 1 year ago in Scheduling 0 Future consideration

Electronic Visit Verification (EVV)

The State of Colorado requires that any Behavioral Therapy sessions happening in the home setting and billing Medicaid must be verified via EVV. This feature was available in Accupoint that when the staff member checked in and out, that data will ...
Jacqui over 1 year ago in Billing & Payments 0 Future consideration

Report showing Client Credits

It would be super helpful if there was a report that shows client credits for both active and archived clients
Guest over 2 years ago in Billing & Payments 0 Future consideration

Staff Report should be report at the Staff level

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
Guest over 2 years ago in Reporting 0 Future consideration

Include Permission to Archive clients so that permission can be removed from therapists when needed.

Remove the "Archive" Button under Therapist permissions so that they cannot archive client only administration will have access.
Guest over 1 year ago in Staff Members 0 Future consideration

Remove Saved "Client Signature" on progress notes

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.
Guest over 1 year ago in Clients 0 Future consideration

Convert Progress Note to Invoice

The ability to create a progress note with a CPT code so that it can be converted/attached to a claim WITHOUT having to create an appointment would be great. Supervisors don't always have the luxury of preplanned observation and direction and writ...
Guest almost 3 years ago in Notes & Forms 0 Future consideration

Do not allow Signing of notes unless appointment is marked Kept

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.
Benjamin Chouinard over 1 year ago in Notes & Forms 0 Future consideration

Assigning service types to insurance payers

It would be nice if we were able to assign service types to insurance payers for billing purposes
Guest about 3 years ago in Billing & Payments 0 Future consideration

Build Custom Reports

Custom Reports. We should be able to build custom reports based on our data in the system.
Benjamin Chouinard over 1 year ago in Reporting 0 Future consideration