Staged Onboarding Workflow for Appointment Confirmation Currently, all onboarding forms are grouped into a single workflow. I would like the ability to separate onboarding into multiple stages. Requested functionality: Require patients to complete and sign the Informed Consent form before an appointment is confirmed. Allow additional intake and onboarding forms to be completed after the appointment has already been confirmed. Enable administrators to designate specific forms as "required for appointment confirmation" and others as "post-confirmation forms." This would provide greater flexibility in the onboarding process, reduce scheduling barriers, and ensure critical documentation is completed before services begin.

Dra Susan Laureano about 17 hours ago

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Feature Request

Make notes past tense without having to smart edit each note.

Judy Gallagher 2 days ago

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Feature Request

having session summaries include a built-in signature field would be useful for workflow. I love the email feature… I am using this for supervision… it would just love them to be able to sign the summary so it shows legally they are aware of what we talked about

Autumn Collings 2 days ago

High Priority

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Feature Request

Will this be a feature once we can bill insurance? Most of my clients are insurance based, and the current fee per session does not apply to them as they only need to pay a co-payment, different for each person and plan.

Shirla de Magalhaes 3 days ago

2

client payments

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Feature Request

When scheduling a client, the session reminder (email and sms) sends out a note. I would like to have the ability to edit this note to my liking, so that I can for instance list my cancellation policy in the session reminder.

Javier Zamparelli 3 days ago

High Priority

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Feature Request

Hello, Is there a way to expand the calendar to show weekends? I have Saturday hours and would like to be able to view my weekend schedule.

Danielle Berry 4 days ago

1

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Feature Request

The due date is there but I would be more helpful to have the date the session occurred, so that comparing against the sessions on the calendar (to make sure everyone was charged) was easier. Now we have to open the invoice to see that date of the session.

Katerina Philbrick 4 days ago

practice management

+2

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Feature Request

I had a telehealth session that was very static, I disconnected half way through session and reconnected to see if there was improvement, it was challenging to get back on a session with the client through the schedule screen. I had to create a new session and then progress notes were two separate notes instead of one. Maybe there is a different way to get back onto the call with the same client (Maybe there is a way already and I didn’t figure out how)?

Shirla de Magalhaes 4 days ago

1

Telehealth

It would be really helpful if this was an option.

Dr Peter Sandor Gardos 5 days ago

1

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Feature Request

It would be awesome to be able to have the ability to capture groups and supervision in upheal

Kendra Belk 5 days ago

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Feature Request

This is probably a big ask, but I am having a lot of trouble finding a decent CEU tracker that can handle multiple state licenses and additional multiple certifications. I have tried a few and even paid for premium membership for one, but I didn’t find out how inadequate it was until I could access the full membership, not to mention their total SHITE customer service! I ended up so frustrated that I insisted on a refund, which they gave me. I prefer an AI tracker for the usability - upload/input features, at-a-glance dashboard, allocation of CEUs to multiple or specific credential, and most importantly, the reminders for all my various expiration dates. Just throwing it out there……. 🙏 🙏 🙏

Katerina Philbrick 5 days ago

2

practice management

+1

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Feature Request

sign option like the good old days plz

Tameer Siddiqui 5 days ago

1

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Feature Request

you guys already did this! There was a time, if you look back at old notes on the progress note front page, right, it would say just the word sign next to PDF, next to the copy signal. Now you have to do a double step where you have to click on the vertical ellipses just to sign a note.

Tameer Siddiqui 5 days ago

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Feature Request

Can we have a way to create our own treatment plan templates with instructions for AI? Could we add a way to edit treatment plan objectives/goals, etc. using AI for highlighted sections we want to essentially “regenerate,” but not necessarily regenerate the entire note. Adding “Smart Edits”

Danaé Behr 6 days ago

High Priority

+1

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Feature Request

My couples notes are not vastly different than my individual notes. I don’t see a way to copy my custom-created individual note templates to create couples note templates that are similar.

Danaé Behr 6 days ago

Notes & Documentation

Is there any way to reduce the size of the PDF downloads for notes? I tried downloading a client summary into a PDF to share with a client I have at a different practice (SimplePractice Platform) and couldn’t upload the PDF due to size not being below 50 MB. Thanks!

Danaé Behr 6 days ago

1

practice management

Notes & Documentation

Could we have the ability to generate a “private note”/Psychotherapy Note using an AI template, that is clearly identified as not a part of the clients file? Would like to use AI to generate things in greater details things such as “direct quotes” from the client—items that would be helpful for me to remember later, but I don’t put in progress notes for privacy purposes. Thanks!

Danaé Behr 6 days ago

1

High Priority

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Feature Request

I am planning to have a group practice that will have multiple different types of providers. For example, Licensed Mental Health Clinicians ((I)MFT’s, LPC(C)’s), Licensed Massage Therapists, Licensed Estheticians, Nail Technicians, and potentially PMHNPs/Psychiatrists. Then, ultimately duplicating this model in other locations. Something that would be necessary with this in mind, and probably some other things: Additional Roles other than just “Provider”, or capability to create our own roles and choose access. Role-based access controls. Administrators can assign clients to multiple providers where they can see demographics, but not have access to notes/dx codes/other HIPPA-compliant information from other sectors within the business. -OR- (Probably more advanced): The capability to have multiple business “tabs” for administrators under one login. An Administrator Dashboard. Tab #1 (Group Practice A): located in Akron, OH, with ability to create “mini businesses/sectors” as drop downs within that practice (Mental Health, Massage, Nails, Medication Management), and control role-access to these sectors/clients. Tab #2 (Group Practice B): located in Dublin, OH, with ability to create “mini businesses/sectors” as drop downs within that practice (Mental Health, Massage, Nails, Medication Management), and control role-access to these sectors. Basically an administrator dashboard for all the group practice location and sectors within each business, but individual logins for the different providers that show only clients/sectors they are assigned to. Capability for administrators to add a client already being seen for mental health, to the business sector of “Massage” with their demographics copying over. Clients may see multiple different massage providers or nail techs, so still need to have the ability to assign multiple providers to the same client, even under the same sector. There’s probably a cleaner way to do all of this, but I hope this makes sense what I am hoping to do!

Danaé Behr 6 days ago

1

practice management

+1

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Feature Request

This is being required by Medicaid

Stephen Brunston 6 days ago

treatment plans

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Feature Request

It would be nice to have a feature for AI to calculate CAR scores. Oklahoma Medicaid requires us to put in CAR Scores and justify why we picked what level we assigned for each domain. It would be nice to have a feature for AI to suggest CAR Score levels for each domain with a short justification. Here’s a link to the Client Assessment Record (CAR) with the levels: Microsoft Word - Client Assessment Record 2010

Whitney Clark 8 days ago

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Feature Request