Courtney Greif
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11 votesCourtney Greif
supported this idea
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19 votes
An error occurred while saving the comment Courtney Greif
commented
In the same way that I can see a co-pay on the calendar screen in that small gray bubble, being able to indicate the cash rate for session in the same way would be SO helpful! (Maybe in a different color bubble to tell the difference between cash and insurance).
An error occurred while saving the comment Courtney Greif
commented
In the calendar or agenda, where it currently displays the co-pay due for the session, also have it automatically display the out of pocket rate due for the session, when applicable for non-insurance clients.
Courtney Greif
supported this idea
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26 votes
An error occurred while saving the comment Courtney Greif
commented
Currently there is a box on the Agenda that you can check to show or not show non-client events. I would like to have the ability to set the way that box is checked as a default option. (i.e. in calendar settings, let me chose the default way it displays, then I don't have to un-click the box every time).
Courtney Greif
supported this idea
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194 votes
An error occurred while saving the comment Courtney Greif
commented
Have additional fields added to the client details page, especially for minor clients. Specifically, if a client is a child, have a space to enter "Mother's Phone Number" and "Dad's Phone Number" instead of just "home" and "mobile" phone number - that isn't descriptive enough for many cases. Perhaps being able to select what type of phone number it is from a drop down menu would be helpful, and then allow to add additional numbers as needed.
Courtney Greif
supported this idea
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Currently, if a payment goes into the client's account as a credit on their account (ex: they paid for several sessions ahead of time, so the next few sessions payments aren't attached to an invoice yet) then that payment doesn't show up in the staff billing report. It doesn't show up when the payment goes into the account, or when it gets attached to a session invoice later. Since we run payroll based off this reports, we just realized a lot of session payments didn't get paid to our therapists because of this flaw in the report.