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40 results found

1. Show client balance due on appointment page

   3 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   daveguckes shared this idea  ·  Sep 7, 2021

2. more options for Minor Clients

   13 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Sep 7, 2021

3. Sending client statements

   7 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Sep 7, 2021

4. 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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   daveguckes supported this idea  ·  Sep 7, 2021

5. Need to clarify wording when client entering relationship to insured

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Sep 7, 2021

6. Report showing TYPE of appointments

   6 votes

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   0 comments  ·  Jituzu » Appointments & Scheduling  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Jan 11, 2021

7. Would like marked missed or canceled appointments to be marked as such in past appointment list

   20 votes

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   0 comments  ·  Jituzu » Appointments & Scheduling  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Jan 11, 2021

8. Can telehealth sessions be repeatable?

   12 votes

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   0 comments  ·  Jituzu » Appointments & Scheduling  ·  Delete…  ·  Admin →
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   daveguckes supported this idea  ·  Jan 11, 2021

9. Include DOS on client by ins report

   2 votes

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   0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   daveguckes shared this idea  ·  Apr 23, 2019

10. Increase font size - View Account Activity

    7 votes

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    2 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    daveguckes commented  ·  Mar 7, 2019  ·  Edit…  ·  Delete…

    I agree! And please darken the font as well. Currently it is very light both on the computer screen and the print version.

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    daveguckes supported this idea  ·  Mar 7, 2019

11. Download Practice Facts & Statistics report

    9 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

12. Practice Facts and Statistics by location

    7 votes

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    1 comment  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

13. Ability to sort Authorized Insurance Sessions Report

    2 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

14. Print Client Statements - download as separate files for emailing

    6 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

15. Filter Clients by Insurance Company report by active, inactive or all clients

    7 votes

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    2 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

16. Have a graph of how many sessions I have per month for comparison with a previous year.

    3 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

17. Be able to make changes or updates to posted payments

    101 votes

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    12 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019

18. 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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    daveguckes supported this idea  ·  Mar 7, 2019

19. 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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    daveguckes supported this idea  ·  Mar 7, 2019

20. Check Client Benefits - Eligibility

    12 votes

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    0 comments  ·  My Clients Plus » Clients  ·  Delete…  ·  Admin →
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    daveguckes supported this idea  ·  Mar 7, 2019