Katerina Philbrick

Commented on calendar booking customizationThe Other feature requires an email/guest; which is not suitable for blocking off for a course, time for research, note writing, etc.Created issue with calendar sync Commented on Appointment status optionsTo answer my own question, no - the AI assistant has found that my client has 0 no-shows, when in fact I have marked 2 of her recent session as no-shows. This is important to be able to track.Upvoted Implement Advanced Sorting, Filtering, and Caseload Management on the Home Screen Commented on Client Task Management — Track Follow-ups and Action ItemsInteresting idea. I use the chart notes for things like that. Which are fine, but I wish I could pin those to the top of the client’s profile.Upvoted Client Task Management — Track Follow-ups and Action Items Upvoted Calendar invites needed for clients Upvoted Primary Client with ability to have family and couple sessions in the workflow.Commented on Appointment status optionsThank you for this. One thing that I’m seeing (first time I’m using this feature) is that at least for a medicaid client who I do not bill directly, I do not see anything in her chart that indicates she now has a no-show. So it looks like I’ll have to go back to the calendar and…Upvoted Consistency of Verb Tense Upvoted Private psychotherapy note option for every session, with rich text editing options Upvoted Sessions filter Commented on Sessions filterThis is awesome. Right now I won’t view a session until I am ready to sign/bill, because the blue dot helps me to know which sessions need attention (editing, signature, billing); once I view the session the dot disappears, and then I can’t be sure if the note is signed, billed,…Upvoted Title: Client Referral Program for Practice Growth Commented on Personal Message with Session CancellationGreat idea!Upvoted Personal Message with Session Cancellation Upvoted Custom Tags Upvoted Deleting completed forms from a client's profile Upvoted I would love to talk to my AI Chat while working on my note. Asking questions and clarification instead of typing.Commented on Let Clients Manage Their Own Info in the PortalI have reservations about this. I don’t want clients being able to go in and change things that are part of their (YOUR) record. The record is in fact OURS - our notes, our EHR system; and as such, I am willing to do the little extra work to make the occasional update. JMO…Upvoted Let Clients Manage Their Own Info in the Portal Commented on Calendar view in scheduling only allows Monday-SundayThis has screwed me up several times! Aggravating.Upvoted Calendar view in scheduling only allows Monday-Sunday Upvoted Clients are getting ANGRY. The Client portal should only show truly available time slots!Upvoted Internal Messaging for group practices Upvoted 🔐 Custom Roles and Permissions Upvoted Payment Reminders Upvoted 🏥 Managed Billing, Insurance Handled for You Upvoted 👥 Supervision in Upheal Upvoted 👨‍👩‍👧 Minor Clients and Their Caregivers in Upheal