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Pending Claims Folder - Adding Pt Paid and Pt Owes Column

Adding a column that shows Pt Paid and Pt Owes as one of the headers in the pending folder. This will provide a quick glance if the patient payment was applied to the claim instead having to open up the ledger or the claim log.
Lyndsey Sullivan about 9 hours ago in Billing 0 Waiting for Review

appointment category button to be more obvious/for online schedule to first prompt patient to choose a category

Almost every new patient that schedules online, schedules as a recurring patient/adjustment. It's because the select category isn't obvious. I think this need to be more "in your face" or a button to choose before the calendar appears. Right now t...
Sarah Karacic 1 day ago in Online Scheduler 0 Waiting for Review

print icon on "original payments" page

No description provided
Sarah Karacic 7 days ago in Payments 0 Waiting for Review

You should make it so the note and fee slip have to be tied to an appointment.

Right now you can make a note and fee slip for any day regardless of whether or not they had an appointment that day.
Sarah Karacic 12 days ago in Treatment Notes 0 Waiting for Review

sms number on the online scheduler

One other suggestion. It would be great to have a link to the text number on the online schedule. For example "not finding the time you need, you can text the office for help." CHR4531101
Sarah Karacic 20 days ago in Growth Hub 0 Waiting for Review

reorganize search bar

for active patients to show on top, then inactive. CHR9391572
Sarah Karacic 21 days ago in Settings 0 Waiting for Review

Cart red in scheduler/front desk if no payment has been collected

I have a clinic that would like to know if we can make the "grocery cart" red, if there is a balance on the claim, that needs attention or collection. Provider states it would be a good visual reminder that a collection needs to happen. if a colle...
Guest 21 days ago in Front Desk 0 Waiting for Review

Appointment Status

We are needing to see if the company would be willing to add a tab for the "in exam room" status on the appointment. We were thinking that could use the existing tab for "checked out" status but just make it a different color, like light grey. We ...
Guest 23 days ago in Appointments 0 Waiting for Review

Completed Statement Folder

Maybe in Statements Queue and the patient file, have a folder of the history of statements that have been ran and sent to patients. Would be ideal to have the date statement sent, statement type, for what claims, for what amount and how it was ran...
Guest 27 days ago in Statements 0 Waiting for Review

remove selections in a treatment note when "none" is selected

When selecting "not evaluated today " or "None" in disengages the rest of the subsection. Can build that feature into a custom template ? CHR5261566 HS 87288
Sarah Karacic 27 days ago in Treatment Notes 0 Waiting for Review