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Add access to client General & Clinical Documents
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Add sexual orientation to Export Data report
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Customize restriction for portal scheduling/cancellations/reschedules
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Improve pagination for Client List · Completed
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Running reports by specific client demographics
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Be able to enter repeat appointments · Existing functionality
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Bill under selected demographic data - allow multiple organization data · Existing functionality
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Allow staff with "Therapist" permissions to Share New Form(s) · Completed
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Connect to NC HealthConnex
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Display client's first name and last name in separate columns on reports
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Populate box 10d on CMS form
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Add bi-weekly option to recurring appointments · Existing functionality
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Allow option for gross deposits
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Bill using UB-04 claim form
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Organize clients lists
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ERAs
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Separate date and time data in reports
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Scheduling: Toggle Days as "Full" and "Available"
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Change how data is displayed in staff billing report CSV
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Add ability to mark a client as deceased