Kenneth Winfrey
My feedback
10 results found
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102 votes
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1 vote
An error occurred while saving the comment We'd like a way to overcome the 10-item batch invoicing limitation. We need to search for couples and families, for example, who may have been seen by the same therapist at the same time. The batch invoice causes us to make duplicate invoices for couples and families. Due to the 10-item limit, we are unable to filter them. For example, if a client named Smith is seen with the client Addams, there is no way to see that on an alphabetized list of 10 or fewer invoices.
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10 votes
An error occurred while saving the comment It would be ideal if, from the Group summary note screen, a Progress Note button was placed to permit creating notes associated with the appointment more efficiently. That way after I write the summary note, I can automatically create a note for the attendees associate4d with that session. It would be similar to how the Progress Note function wors from the agenda for indicidual sessions.
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12 votes
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11 votes
An error occurred while saving the comment I'd like an "only me" filter button so that I can toggle between showing only my calendar versus the whole staff.
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3 votes
An error occurred while saving the comment It would be helpful if ERAs that paid 0 or any other payment of 0 is somehow flagged and easier to find in the ERA's received from the status button on the ledger. It's an expensive problem!
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183 votes
An error occurred while saving the comment Wonderful idea
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15 votes
An error occurred while saving the comment If possible, please make the agenda color coded by provider, so that the background for each agenda appointment is colored corresponding their provider.
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6 votes
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2 votes
An error occurred while saving the comment We often experience lapses in service for chat, and need a better way to see whois online.
Add "Create Note" to Actions on Appointments. This would permit the user to add a progress note for the associated appointment as they update the status of the app0ointment. I appreciate the amazing updates over the years. You all are an amazing team. See actions column in photo.