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13 results found

1. tag and reports

   3 votes

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   1 comment  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   teresalloydlmft commented  ·  Jun 24, 2019  ·  Edit…  ·  Delete…

   When can we expect this to be corrected?

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   teresalloydlmft shared this idea  ·  Apr 3, 2019

2. Client Portal - Allow providers to send Intake forms to existing clients

   55 votes

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   4 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   teresalloydlmft supported this idea  ·  Jun 24, 2019

3. Custom Intake Forms

   74 votes

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   3 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   teresalloydlmft supported this idea  ·  Jun 24, 2019

4. 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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   teresalloydlmft supported this idea  ·  Jun 24, 2019

5. Autosave in Progress Notes

   22 votes

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   1 comment  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   teresalloydlmft supported this idea  ·  Apr 3, 2019

6. 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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   teresalloydlmft supported this idea  ·  Apr 3, 2019

7. Copy Clients - Include Progress Notes and Attachments

   9 votes

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   1 comment  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   teresalloydlmft supported this idea  ·  Apr 3, 2019

8. Ability to Fax or email from within the program

   13 votes

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   1 comment  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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   teresalloydlmft commented  ·  Apr 3, 2019  ·  Edit…  ·  Delete…

   Please consider adding a HIPAA Compliant email system to your services.

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   teresalloydlmft supported this idea  ·  Apr 3, 2019

9. Download Practice Facts & Statistics report

   9 votes

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   0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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   teresalloydlmft supported this idea  ·  Apr 3, 2019

10. 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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    teresalloydlmft supported this idea  ·  Apr 3, 2019

11. Freeze heading in Account Activity

    9 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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    teresalloydlmft supported this idea  ·  Apr 3, 2019

12. Timeout screen

    8 votes

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    0 comments  ·  My Clients Plus » General  ·  Delete…  ·  Admin →
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    teresalloydlmft supported this idea  ·  Apr 3, 2019

13. Pull reports with tags at Practice level

    2 votes

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    0 comments  ·  My Clients Plus » Reporting  ·  Delete…  ·  Admin →
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