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Let us know what features would help your practice run more efficiently.
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Reporting (238)
Claim Management (140)
Superbills (75)
Invoicing (216)
Automations (150)
Tags (53)
Snippets (50)
Tasks (88)
Consent Forms (191)
Appointment Notes (328)
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Patient Portal (249)
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Client Files (129)
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Services (27)
Booking Widget (81)
Billing (45)
Booking Calendar (163)
Practitioner Management (56)
Care Management (25)
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Inventory (13)
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Session Tracker (17)
Question Types (51)
Packages (30)
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Google Meet (4)
Appt Reminders (16)
Snippets with placeholders
I would love to be able to create snippets that can auto populate placeholders based on information found within the client’s profile and custom fields. For example: name, age, sex, and pronouns.
5
101
SNIPPETS- 2 requests in one: Organization and Please make "treatment note" and "message portal" snippets MATCH each other.
Please allow the snippets we've created in the treatment note match the snippets in the messages. Please please please. It makes no sense that they don't match. They should be able to sync with each other. Please allow further organization of snippets into subfolders. Only offering A-Z or Z-A organization doesn't make it easy to find what you're looking for. You have to remember what you titled it. Thank you.
0
3
Rich Text Snippets
Would appreciate the ability to have Rich Text format for Snippets. Bold/underline, bullets/numbering, embedding of hyperlinks.
2
25
Default all links to "open in another tab
Make it automatic for all links inserted into RTF to open in another tab without having to check this on every single one.
0
6
Organize Snippets
Be able to organize snippets into custom folders or tabs - this would be a great way for us to be able to store goals and/or a great way to organize snippets for various parts of our forms. Quick phrases - I've used other software systems that allow us to type "." followed by 3-5 letters of a word/phrase/etc. that autopopulates with the sentence(s) we've set as the snippet and hitting enter inputs it for us
4
76
Keep Snippets window open until done
Right now you can only add one snippet and then the modal window closes. There should be an option to keep that window open to allow us to keep selecting additional snippets, and then manually close the window when we're done.
1
14
Snippets - Categories
Categories to better manage snippets
16
190
Add snippets in the middle of a paragraph
Please make it so we can add a snippet where we place the cursor in a text box rather than at the end requiring cutting and pasting to put it in the correct position.
0
21
Ability to select multiple snippets
Please add the ability to select more than one snippet at a time!
2
44
Add images to snippets
The ability to copy and paste images in snippets would be very helpful.
0
27
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