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Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 1 day 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 3 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 6 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 8 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 9 days ago in Statements 0 Waiting for Review

Recurring Scheduling for Households

Recurring Scheduling for Households
Guest 10 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 22 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 28 days 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