Feature Requests

We need to be add product to a package to generate a one-time superbill for a 1 year treatment of sessions and product use

we are having issues with unlinking packages when they have been cancelled >24 hours so it is hard for me to know how to pay my staff if the package I linked but not unlinked when someone cancels. All of the cancels stay linked so we don't know how was last minute for paying staff

Currently the package setup allows you to automate a payment plan and initial down payment as well as a specific intake package IF and only if the client does it themselves from a front-facing link. We primarily work with referrals where we are calling them, setting up the visits, sending paperwork and doing invoicing... currently setting up a single service will initiate an intake package but none of the above automations work when ADMIN is setting someone up on a package. Please look at providing the same automation already given on the FRONT end to front-facing clients to the admin on the back end, so that no matter who initiates the package, the intake bundle, invoicing and payment plans all go out automatically. This is a huge time saver if it's possible!

I want to be able to have create a package and have it have a total number of services and then assign what services (or CPT) codes are applicable to the package instead of having to assign a number to each service. Right now we have 4 services that utilize packages and I don't want to have 4 different templates for each package. I want to say that there is a total number of services and it can be any combination of those 4 services. For example if I have a package of 40 visits I don't want to do what I do now and have each service have 10 slots on the default for that package. I NEED it to have 40 slots available and have any combination of those 4 different services. It would also be beneficial to have those slots filled as the service is rendered and not have to preschedule those slots in advance. It is too time consuming to have to either preschedule or to go in and assign a slot when the patient comes in. My previous software would fill the slot as the CPT that was assigned to the package was registered into the patients account after they came in.

It would be super helpful if the package automatically added a new slot when a client cancels an appointment as it is time consuming for our admin to have to go in regularly to make sure all package visits are accounted for. We currently have to manually add another slot on to a package if a client cancels a visit without us rescheduling them. It would be very helpful if that slot was automatically added for us for these canceled visits.

It would be helpful to be able to resort the list of used and unused appointments in an existing package. When a patient needs to cancel an appointment in a series and I unlink the appointment from the package, the appointment slot is opened again and allows for future appointments booked in that slot. That is great, but it creates a mix of appointment dates. It would be nice to be able to resort the appointment slots by date and then by available slots.

Have a package that is good for a certain amount of time and is recurring. Every 30 days 2 sessions, payment and plan recurring.

I can't find a way to run a report to see how many clients have credits left for a service.

If a client is assigned a package, be able to click to generate a GFE based on the appointments and service codes.

It would be helpful to see the services available in packages. Right now when looking at clients' packages, I need to click on each line to see what it is they have available to them. Often my packages may consist of 3-4 different service line. Please list the service name next to the word "Schedule" This would save lots of time.