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Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 4 days ago in Intake Forms 0 Waiting for Review

Statement Adjustment for Envelops

A way to adjust the statement format to fit certain envelops with windows to mail out.
Lyndsey Sullivan 5 days ago in Products 0 Waiting for Review

Creating Tasks within the system

In addition to an internal chat option, add a task manager for all staff to be able to manage to-dos when it comes to clinic/patient tasks.
Sarah Karacic 8 days ago in Settings 0 Waiting for Review

Link Bookings to Calendar

a way for appointment bookings to link to calendar on phone or email (some sort of link to put the appt on the patients calendar)
Sarah Karacic 11 days ago in Appointments 0 Waiting for Review

Email Option for Statements from Claim History

This would be useful when a statement is needed quick or is requested from the front desk.
Guest 11 days ago in Statements 0 Waiting for Review

Recurring Scheduling for Households

Recurring Scheduling for Households
Guest 12 days ago in Scheduler 0 Waiting for Review

Membership Payment Method

When a patients payment method on file is changed/edited, ability for the membership to automatically begin charging the new/updated payment method. Or even an option to just 'edit' the payment method chosen for that membership.
Sarah Karacic 24 days ago in Membership 0 Waiting for Review

Appointment Changes

Ability to change an appt. time/date by clicking on the appt. and dragging it to the new time/date. That would be a game changer in terms of convenience.
Sarah Karacic about 1 month ago in Appointments 1 Waiting for Review

preview note while editing

The same view button for creating the note as creating the template.
Sarah Karacic about 1 month ago in Treatment Notes 0 Waiting for Review

Household Patient File Access

Ability to click on patients name (or have the "open in new tab" icon) within a household to open family members files/accounts.
Sarah Karacic about 1 month ago in Patient Demographics 0 Waiting for Review