Rachel Vaughan
My feedback
8 results found
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34 votes
An error occurred while saving the comment -
94 votes
An error occurred while saving the comment Yes, a form that we can send out to all active clients through the portal where we can make questions that will help us understand how we are doing from a clinical standpoint as well as a admin standpoint. A good example is the MHSIP 6 month survey. If there was a way we could send that out and then track the data from those surveys for the entire practice.
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44 votes
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16 votes
An error occurred while saving the comment Show ALL appointments regardless if they are 60 days into the future or 600 days. Clients will often schedule recurring appointments then when they decide to end treatment early for any reason, we can only delete appointments 60 days into the future. Once they are archived they are somehow still on the calendar for future appointments. Solutions should be 1. Once a client is archived all upcoming appointments are deleted automatically OR 2. You can see all appointments for the client no matter how far into the future they are.
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1 vote
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134 votes
An error occurred while saving the comment Place contact log in client details not in case notes. If an office administrator calls the client and wants to record it in the contact log, they should not have to open a case. It could be to call the client to remind about 24 hour cancelation policy, to fill out needed intake forms before certain time, etc.
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32 votes
An error occurred while saving the comment When a client updates the card on file through the portal, it does not ask for the CVV/CVC. This is ineffective because when they update a card they then have to take a second step and make a payment. For our clinic the office is responsible for charging/accepting payments so the clients end up being confused. If there was a CVV/CVC field box on the enter new card details, clients would have less steps to complete and it would cause less confusion. "I updated the card info why is my balance not paid?" "The website didn't ask for the CVV" Many confused clients.
Maybe you could combine the card information with the make a payment section on the website or include a header saying "you must also make a payment for the card to be valid"
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857 votes
When you send a superbill or receipt to a client is it possible to get a confirmation that is always visible on the ledger of the date that it was sent. Or a ledger in a separate tab that documents when all superbills or receipts were sent to the client email.
This will help when a client says they never received a receipt or superbill for the office to verify that it was indeed sent on a certain date and time.