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79 results found

1. Enter Client write-off in the session

   12 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

2. split screens

   6 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

3. Mark payment on account, not for session

   16 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

4. Show session date on credit card payment screen

   2 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

5. Post insurance overpayments to the charge line for later refunding.

   8 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

6. Allow us to add our logo to invoices

   11 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

7. Allow for two responsible parties

   6 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

8. Autofill out-of-network Insurance Claim Setup form using Client Setup entries

   4 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

9. Refund Posting

   16 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   nancy supported this idea  ·  Apr 10, 2020

10. 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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    nancy supported this idea  ·  Apr 10, 2020

11. 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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    nancy supported this idea  ·  Apr 10, 2020

12. 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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    nancy supported this idea  ·  Apr 10, 2020

13. Ability to Draft an Email to Save and Send Later

    5 votes

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    0 comments  ·  Jituzu » Reminders, Notifications & Messaging  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

14. Improve Portal Access for clients

    9 votes

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    1 comment  ·  Jituzu » Practice & Provider Websites  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

15. Ability for clients to sign forms in portal

    86 votes

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    3 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

16. Allow a client to register themselves entering demo/insurance in portal and use docusign to sign consent /HPAA

    51 votes

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    8 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

17. Uploading Documents: Pictures of Insurance Cards

    46 votes

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    0 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

18. Professional Wills

    4 votes

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    0 comments  ·  Jituzu » General  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

19. Email Groups

    2 votes

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    0 comments  ·  Jituzu » General  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020

20. Templates.......In template library it would be helpful if templates could be generated and pieced together by user.

    10 votes

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    2 comments  ·  Jituzu » General  ·  Delete…  ·  Admin →
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    nancy supported this idea  ·  Apr 10, 2020