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Ability to Customize Intake Forms Message

CHR6071475
Sarah Karacic about 2 months ago in Settings 0 Waiting for Review

Confirmations Per Appt Category

ability to customize the Confirmation message for new patients is important to mention that they have forms due. CHR 6071475
Sarah Karacic about 2 months ago in Growth Hub 0 Waiting for Review

household statements

when families are set up as household, each family member's statement is sent as a separate email and you don't know whose is whose. You just have to enter a date of birth until you get to the right one. It would be helpful if a household account ...
Sarah Karacic 2 months ago in Statements 0 Waiting for Review

Report for Payments and Insurance Information

I’m looking to create a report we can export in tabular CSV format with the following fields: Name Date Code Description Charges Payments Payment Date Provider Primary Insurance Secondary Insurance CHR9656796
Sarah Karacic 2 months ago in Reports 0 Waiting for Review

space for second attorney email/case manager under attorney info

Is there any possibility that there could be a section added to the attorney are for the name of the case manager and to add a second email?
Sarah Karacic 2 months ago in Billing 0 Planned

ability to transfer note from one account to another patient account

if patient has multiple files like for "PI" and "Cash" etc. ability to easily transfer notes
Sarah Karacic 2 months ago in Settings 1 Future consideration

ability to duplicate a patient file

this would be useful when creating a second patient file for another case like "PI" but easily duplicate all their info over
Sarah Karacic 2 months ago in Patient Demographics 2

follow-up messages

a way to automate a follow up SMS to go out after a new patient exam. CHR4401503
Sarah Karacic 2 months ago in Appointments 0 Waiting for Review

allergy box

We need something that will pop out/stand out regardless of where we are in either one of the patients dashboards.
Sarah Karacic 2 months ago in Patient Demographics 0

ability to apply unapplied payments to Membership

No description provided
Sarah Karacic 2 months ago in Membership 0 Planned