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Jituzu

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29 results found

  1. Multiple accounts under one email address

    We need a way to enter multiple siblings and have their names show up for use on the calendar and to be able communicate with the parent. Now only one sibling can have a connection to the portal communication system, and it makes it very confusing when you see many siblings from the same family!

    1 vote
    How important is this to you?
  2. Show client balance due on appointment page

    When making an appointment for a client, show the client's balance due on the appointment page instead of having to click over to the client contact page to see the balance due.

    3 votes
    How important is this to you?
  3. Note indicator

    Having a way to indicate on the Jituzu schedule if the note for that session has been done or not.

    1 vote
    How important is this to you?
  4. Portal Payments

    Billing providers aren't receiving updates for portal payments, this creates a breakdown in the cycle in that one person will have to communicate each payment to the billing company.

    1 vote
    How important is this to you?
  5. Sign Button on MCP

    The "Sign" button to sign client notes should be at the bottom of the page instead of at the top of the page. That way we can sign notes when we are done at the bottom instead of at the top. Auto saved drafts of client notes as we type in MCP so if you accidently click off the page then your note isn't lost.

    1 vote
    How important is this to you?
  6. Need to clarify wording when client entering relationship to insured

    In Jituzu, when client enters their relationship to the insured it is worded "Policy holder's relation to client:" This will be confusing for when the client is a child, including an adult child insured under a parent's insurance as there is no option for "Parent" which would be the correct answer the way it is worded. I was filling this out for a client, so I knew to put in "Child" instead of "other" because of how it will transfer to MC+. It should probably be worded "Client's relationship to policy holder."

    3 votes
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  7. gross receipts

    I need to have a report that filters taxable and non-taxable payments with the ability to specify a time in which that payment was received.

    2 votes
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  8. When a member is marked inactive automatically in MCP, please mark them inactive in Jituzu as well

    I have the MCP setting of marking clients inactive after 4 monhts, but that does not translate over to the client list in Jituzu. If I mark an individual client as inactive in MCP, it does mark them inactive in Jituzu, but not when it's done automatically. Can it be done automatically in Jituzu as well as MCP?

    2 votes
    How important is this to you?
  9. When generating a report "clients by Insurance Company" It would be nice to have the option to limit the search to "Active Clients".

    When generating a report "clients by Insurance Company" It would be nice to have the option to limit the search to "Active Clients". Please. Long term user.

    2 votes
    How important is this to you?
  10. Include credits in Client Informatlon List

    I am curious why the amounts for balances due display in the Client Information List, but credit amounts do not, particularly since the Total Balance figure for the page that totals at the bottom of each page includes the (undisplayed) credit amounts. It would be helpful to have this information displayed as well as back amounts due to give a quick view of individuals who may have overpaid and are due those credits.

    5 votes
    How important is this to you?
  11. Have Preferred Name show up when searching for client on dropdown menu

    If a patient's given name is John but he prefers goes by his middle name (Matt), we should be able to have Matt show up when searching for the client. John needs to stay as his name for insurance purposes, but it would be easier to search by the name they prefer.

    7 votes
    How important is this to you?
  12. Canceled appointment report

    Re box in client profile where client's past appointments are listed.....
    All scheduled appointments are there whether or not the appointment happened.
    I would like to see some sort of cancel notification for dates where a cancel occurred.

    Maybe there is another way to access the actual dates of past sessions?

    6 votes
    How important is this to you?
  13. 1 vote
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  14. Allow Clients the ability to edit their info

    Allow clients to access their information on their portal and edit information such as insurance info, addresses, phone numbers etc. These things do change over time.

    5 votes
    How important is this to you?
  15. copy insurance carrier and attached documents when copying client files to another therapist.

    1. When copying clients from one therapist to another, the insurance does not copy (card numbers do, just not carrier) and it should.
    2. Things uploaded to the paper clip for each client should also copy.
    3 votes
    How important is this to you?
  16. Write in option for Gender

    We need a write in option for Gender and a space for Pronouns in both Jituzu and MCP

    7 votes
    How important is this to you?
  17. On the Clients Page please enlarge and bold the name of the client so it's easier to see

    On the Clients Page please enlarge and bold the name of the client so it's easier to see

    2 votes
    How important is this to you?
  18. Insurance search by EDI code

    It would be nice to be able to search for insurance companies by EDI code. There are SO many and the names of the company on the card might not always match whats listed. For example a recent client had All Savers insurance administered by United Health Care but the EDI code was different and it was rejected.

    4 votes
    How important is this to you?
  19. Sending client statements

    The new feature of invoicing thru Jituzu is a great idea! However, if a client owes for multiple sessions, it would be great to send a statement with only one payment link, instead of having the client have to put in their credit card information separately for each session. Perhaps when they click on the link they could check the boxes for which sessions they choose to pay, etc. Otherwise, this would be tedious for clients, as we tend to bill for co-pay and deductible on a monthly basis.

    7 votes
    How important is this to you?
  20. Need a section where you can put BOTH parents emails and cell phone numbers in the client's account!

    There needs to be a section where you can put BOTH parents names, emails and cell numbers in the client's account. Make one parent the primary parent and the 2nd parent to be contacted in case you can't get a hold of the primary parent.

    18 votes
    How important is this to you?
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