Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Desiree Burton

My feedback

7 results found

  1. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Desiree Burton supported this idea  · 
    An error occurred while saving the comment
    Desiree Burton commented  · 

    In the client's bill to & insurance tab, where we add insurance information for the client, please add a spot under the Out of Pocket Max where we can input Out of Pocket Max remaining so we can see what is left before the client no longer has cost share payments. It's like the deductible and deductible remaining sections. There is already a out of pocket max sections, but it would be nice to see the out of pocket remaining as well.

  2. 194 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Desiree Burton supported this idea  · 
    An error occurred while saving the comment
    Desiree Burton commented  · 

    Mark on the details page that the client is a minor and have it stand out.

  3. 188 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Desiree Burton supported this idea  · 
  4. 196 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Desiree Burton commented  · 

    Clients with an outstanding balance would like to set up payments to be deducted from their card on file automatically. For example, a client with a $400 balance would like to make a $25 payment every Thursday. It would be nice to set it up on an automatic payment so nobody forgets.

    Desiree Burton supported this idea  · 
  5. 26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Desiree Burton supported this idea  · 
  6. 10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Desiree Burton shared this idea  · 
  7. 39 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Desiree Burton commented  · 

    To make sure the correct service type is in it would be nice to see the primary insurance on the agenda page.

    Desiree Burton supported this idea  · 

Feedback and Knowledge Base