Jaie Sumner

Upvoted Co-sign pending alert for associate's notes Upvoted 📝 Treatment Plan Renewal Reminders Upvoted Autosave notes as they're being typed in AI draft Upvoted add clinical memo or administrative notes to client chart Upvoted 📝 Treatment Plan Versions and History Upvoted Scoring and score ranges for common assessments like PCL-5 Upvoted Allow one parent email address for all children Upvoted Decouple invoice editing from signed clinical notes Upvoted Stop AI summaries from minimizing domestic violence wording Upvoted Show insurance paid amount on paid claims report Upvoted Show insurance claim submission status in Sessions tab Upvoted Automatic scoring of administered assessments in patient notes Upvoted Attach handout files to session summaries Upvoted Free-text notes on appointments for no-shows and sick clients Upvoted Auto-generate invoice once claim payment and copay are confirmed Upvoted Immediate notification when a session recording fails to process Upvoted Good Faith Estimate form template for clients Upvoted Responsible-for-billing party field on client profiles Upvoted Report of unsigned notes Upvoted Allow correcting a submitted claim before insurance accepts it Upvoted Office-level toggle to block appointments on closed days Upvoted Show dates treatment plans were made Upvoted Update existing treatment plan without deleting it Upvoted Add link request option to expired client portal page Commented on Pay Per Treatment PlanI am just getting started with Upheal but agree that “pay per create” would be amazing!Upvoted Pay Per Treatment Plan