Erica Oberhand
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2 votes
An error occurred while saving the comment Erica Oberhand
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61 votesErica Oberhand
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An error occurred while saving the comment Erica Oberhand
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Agreed. I'm also licensed in two states and want to add my second license number to the Organization info so that both license numbers appear on Superbills. Since my clients reside in NY, their insurance companies have been fine with my NY license but recently, a client's insurance company requested that my CT license be listed instead. I'd like to have both licenses listed on all Superbills so that this is never an issue. I do not want to create a second "provider" to do this.
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4 votesErica Oberhand
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28 votesErica Oberhand
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2 votesErica Oberhand
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26 votesErica Oberhand
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79 votesErica Oberhand
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41 votesErica Oberhand
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90 votesErica Oberhand
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85 votesErica Oberhand
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27 votesErica Oberhand
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72 votesErica Oberhand
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1 voteErica Oberhand
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27 votesErica Oberhand
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7 votesErica Oberhand
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An error occurred while saving the comment Erica Oberhand
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Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for clients' "preferred first and last name."
If a clinician also wants to know the client's legal name, they can ask for it on one of the customizable forms in the portal.
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25 votesErica Oberhand
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359 votesErica Oberhand
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838 votesErica Oberhand
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12 votesErica Oberhand
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179 votes
An error occurred while saving the comment Erica Oberhand
commented
Problem #1: Can't schedule an ongoing appointment for a client because eventually I have a day off that day (which I blocked on the calendar via scheduling an all day event/appointment), so when I try to schedule the client an ongoing appointment, it says I can't double book.
Problem #2: When the prompt says I can't double book, it doesn't say what the schedule conflict is, so I have to exit the screen and spend time looking months ahead to find where the conflict is.
Problem #3: There is no option to over-ride this issue, as needed.Solutions:
Is is possible to somehow enable users to block out a random day and still be able to book an ongoing appointment that would otherwise have occurred that day?
Instead of just a pop-up stating that the time slot is already booked, what if the pop up also stated what the conflicting appointment is and gave users the option to skip the ongoing appointment that week, or double-book the appointment and go back later to cancel the one 'double booking.'Erica Oberhand
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For clients who opt to receive automated emails when their credit card is charged, I suggest that they also receive automated emails when a charge is voided.
Sometimes, I accidentally charge a card when, for instance, the client actually paid by check or isn't responsible for the full fee. I immediately notice and void the charge but the client is only notified of the charge, not of the void. I then have to send them a personalized emailing explaining that their card was accidentally charged but voided, etc. It'd be easier if they were automatically notified.