AI Assistant for Therapists

Do not change the date of the invoice based on when you collect the payment. It's very confusing, and having them on the billing tab under the date you completed them rather than the day they occurred is maddening.

We need some sort of circle of care section for parents of minors so we can send the parents the forms and billing information rather than the minor client receiving this information to sign.

The ability to add a comment or message to a client's worksheet, diary card, etc. Therapists may not see every client on their caseload individually to provide direct feedback so this would allow them to add a comment in the moment with that particular worksheet and provide brief feedback and support. In this moment, you would have to message your client either through text or a different app.

At least verify on the 1st of the month but maybe 1st and 15th could be helpful with some clients.