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142 results found

  1. Overtime

    It would be great if calendar view was able to show hours scheduled in a day/week when looking at weekly view, this would help identify Overtime.

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  2. My Tasks

    Hello,

    The task list would really be helpful if we were able to assign an alert or some sort of notification that the task is upcoming.

    3 votes

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  3. Adding an Authorizaton

    Currently when adding an authorization, all services come up as an option to choose from, however, it would be best if the services that show as an option are only the services that have been "assigned service types". This way there is no way to choose an incorrect service code. Both the "assigned service types" tab and "services" options within the authorization should always match. It would help eliminate possible billing issues. This should also show as the only options when scheduling an appointment as well. When creating/editing an authorization, the only service types that should show up as an…

    3 votes

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  4. Closed Case

    When a case is closed and there is an attempt to review the progress notes from the side pane "notes" icon, it automatically creates a new case. Can this be fixed so that cases are not created unless we actually select "case".

    1 vote

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  5. Client Messaging

    Is it possible that we have the option to create a signature block for client messaging. This would be helpful so that we dont have to type it out each time we send a message and the clients will be able to identify the department or specialist they are communicating with via client messaging.

    1 vote

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  6. Client Flags-Details Tab

    Client flags on the details tab, under "client details" at top left does not show the entire message associated with the flag. It seems that the message is cut off and all information associated with any flag is very important to everyone so hoping that you could either make it show all the details associated or at least give the ability to hover over the flag to see entire message so that it is not necessary to look elsewhere just to see the entire message. The tags are supposed to be helpful to very important reminders but we feel like…

    1 vote

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  7. 3 votes

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  8. Appointment Reminders via Email

    I just learned that the only email address that receives the appointment reminders is the main email on the "details" tab. Is there a way that all email addresses on the "details" tab get appointment reminders. We provide most of our services to children and deal with lots of separated and divorced families so it would be very helpful that reminders go out to multiple parties.

    1 vote

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  9. Client Cases

    If a case has been closed and you click on the notes tab, it automatically creates/opens a new case. Can this be fixed so that its not creating a new case every time you click on the notes tab.

    1 vote

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  10. Notes Awaiting Signature feature

    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 the report. Is it possible to also have their missing signatures show up in the "notes await signature" as well?

    1 vote

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  11. Client Messaging

    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 would be a helpful way to identify. We need to be sure the information goes to the correct case.

    1 vote

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  12. Client Credits

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

    2 votes

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  13. Authorizations

    Is it possible to a have check box option for the authorization services. It would be nice if we could just check off all of the service types we want for the authorization instead of having to type each code individually for each code that has been approved/authorized.

    1 vote

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  14. Staff Notifications

    Staff members complain about getting way too many email notifications when it comes to the scheduling updates. For example, if an appt is created from 1-2p and then we go back in within 5 seconds to adjust that appt time to 1:01-2:01, and then go back in within 2 minutes to adjust the time to 1:30-2:30, the staff member gets all of these changes in an email notification. Ideally, we only want them to get notification of the finalized appt. I am suggesting/requesting if it at all possible to add options similiar to the "client notifications" settings. Or if the…

    1 vote

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  15. Non insurance related invoicing

    It would be nice if I was able to create an invoice that is not attached to an appointment or required to send off to insurance for billing. For example, we collect a monthly service fee for our active clients, however, I have to use a different payment system in order to collect this fee and it would really be nice to have this accounted for all in one place.

    2 votes

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  16. Assigning Service Types/Authorizations

    Is it possible to have an the option of check box selection when there is a need to "unassign" service types that have been "assigned". There is already a check box option when "assigning a service types". It would be great to have this same option when "unassigning" because it its very time consuming to do this one by one. It would also be helpful to have this function in the insurance authorizations section where we enter the "services", the check box option to select all that is needed for the service instead of entering one by one.

    1 vote

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  17. Per day option in Authorizations

    should have a per day max as well as per week, month and period

    5 votes

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    Under Review  ·  1 comment  ·  Clients  ·  Admin →
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  18. 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

    2 votes

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  19. Closing a case

    Once the discharge note is written and the case is closed, in order for the clinician to e-sign the closed note, they have to go back to cases, then go back in and select "close info" tab to see the e-sign button. Most of my clinicians have complained to me about this as they find it very cumbersome and confusing. Can this be adjusted so the the e-sign button is present just like it is when writing a regular progress note. Can this also forward to the Supervisor for signature as well. Also, once the case is closed, if we…

    1 vote

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  20. Client Notes

    Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

    1 vote

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