Recent Articles
Adding an Important Note to the Client Chart
Staff members can add an important note to a client's chart from any tab within their chart. This note will also be available within the client appointment modal for review before session.
Scheduling a Cohort - Prevent Sending to Inactive Clients
Now, professionals can prevent sending recurring packets to inactive clients by enabling 'Prevent sending to inactive clients' within the cohort schedule.
Billed vs. Collected - Report by Facility
Now, professionals can filter by facility when running the billed vs. collected report. First, select 'Advanced Filters' Then, dropdown on facilities to select the facility or facilities you want to report on.
Packet Prompt - Add Payment Method and/or Add Insurance Plan
Now, professionals can add a prompt to collect payment methods and insurance plans during the intake packet process. These details will automatically populate on the chart when the packet is complete. First, enable 'Collect Payment Method' and/or ...
Client Portal: Updated Packet Header
With our new packet header, clients will have a clear understanding of which forms they will be completing in their packet, as they track their progress after each form submission.