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Online Forms UI

When forms are completed, the system asks the user to find their code again. Once that's is done it says all forms are completed.... That is an unnecessary step and causes friction and confusion. -CHR4831548
Sarah Karacic 28 days ago in Intake Forms 0 Defect Logged

Don't send sms to inactive patients

Would be nice when setting up automations, like birthday reminders, if you had option to include Inactive Patients or Include Inactive patients. Because they did an import, they have over 1K to manually update to remove them from marketing automat...
Guest about 1 month ago in Growth Hub 0 Defect Logged

ability to edit imports

clinic imported credits and some came over with negatives, when they discovered it was too late to edit and had to re-import. if these were always editable, or editable for longer that would be helpful. - CHR4871502
Sarah Karacic about 1 month ago in  0 Defect Logged

intake form DOB picker

specific to android devices. " I suggest clicking on February 2025 in black area would do the same thing as clicking on the grey area, most calendars work that way. Would be less confusing for clients."- CHR6071414
Sarah Karacic about 2 months ago in Intake Forms 6 Defect Logged

Treatment Dash "Future Appointments" to show Cancellations

right now "future appointments" on the patient treatment dashboard do not indicate if the appt was cancelled, they remain there as if theyre scheduled and you have to click to edit the appt to see that its been cancelled.
Sarah Karacic 2 months ago in Appointments 0 Defect Logged

Categories for codes on Fee slip

Can you add a lower extremity category for common dx codes? It seems very odd there isn’t that option. I can’t use the favorites category if there no way to organize the codes by region. But I can use common so please have someone add a lower extr...
Guest 2 months ago in Billing 0 Defect Logged

Household Appts Counter

To count the # of appts based on # of patients seen in the household (on scheduler screen counter at the top) As of now the appt counter counts a household appt as 1 appt, even if 5 patients are being seen.
Sarah Karacic 3 months ago in Scheduler 0 Defect Logged

Service Center claims

" WHEN IN TASK CENTER, WE SHOULD BE ABLE TO CLICK ON A HYPERLINK ON EXISTING CLAIM AND GO DIRECTLY TO CLAIM INSTEAD OF HAVING TO LEAVE PAGE OPENA NEW TAB SEARCH PATIENT, THEN CLICK DOWN TO CLAIM HISTORY "
Sarah Karacic 3 months ago in Service Center 0 Defect Logged

Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 4 months ago in Intake Forms 0 Defect Logged

do not allow inactive patient bookings

do not allow booking for inactive patients
Sarah Karacic about 1 month ago in Scheduler 1 Defect Logged