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35 results found

1. Bill for copay before posting insurance payment

   13 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 14, 2020

2. Add Location to Invoice Clients and Insurance

   8 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 14, 2020

3. Refund Posting

   17 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 14, 2020

4. Drop down box to designate check, credit card or cash in Client Session

   19 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 14, 2020

5. Auto Accident choice on client session

   1 vote

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Edit…  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Feb 19, 2020

6. Be able to duplicate the information on a profile to another new profile for other family members.

   28 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 19, 2020

7. more options for Minor Clients

   13 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 19, 2020

8. Need a section where you can put BOTH parents emails and cell phone numbers in the client's account!

   18 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 19, 2020

9. distinguish between father and son

   3 votes

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   0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 12, 2020

10. Optional Message when printing statements from Account Activity

    5 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 12, 2020

11. Client List ... "Report Format options" ...Include "last Session Date."

    4 votes

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    1 comment  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 12, 2020

12. It would be great to have a place to add a Preferred Name in the Client Setup

    8 votes

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    1 comment  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 12, 2020

13. Inactive Clients - Automatically return to Active List

    13 votes

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    1 comment  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 12, 2020

14. Initial Treatment Date carrying forward

    1 vote

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Oct 24, 2018

15. Information in sessions carrying forward

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    0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Oct 24, 2018