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Email Report for "Undelivered" Emails

Report under Patient or Reports for "Undelivered Emails" much like the text delivery report.
Sarah Karacic 3 months ago in SMS/Email 0

Activity Report "DOS" column

The "DOS" column in Activity Report is not the true DOS, rename column to avoid confusion.
Sarah Karacic 3 months ago in Reports 0

Document Categories

Ability to delete unwanted document categories.
Sarah Karacic 3 months ago in Documents 0

Scheduler View of Appointments

would be easier to see if the patients in 15 min increments can be displayed in one column, one after the other. ref to screenshot attached
Sarah Karacic 3 months ago in Scheduler 0

Pending Claims - Prevent Claims with Unsigned Note & Cash Claims (Non-insurance) Folders

Add feature to prevent claims from being submitted when they are not attached to a signed treatment note. Add a feature to move Cash Claims into a "Non-insurance" folder (instead of Pending Claims). -- Suggestion for Feature We currently have the ...
Guest 4 months ago in Billing 0 Future consideration

Easier access to the fee slip

Beyond going back into the date of service and pulling up and modifying the fee slip can we create another way to get access to that fee slip more directly?It would be slick to be able to get to that fee slip from the pending claim and/or from the...
Carrie Pullis 4 months ago in  0

membership reports

In membership report would be nice to have a column with dollar amount of membership and totals, so can quickly see how much in active memberships they have. Seeing a tracker here too could be nice, current, average total maybe
Guest 4 months ago in Membership 0

Ditto for Provider TYPE

For the note/fee slip to ditto based on provider TYPE not just individual provider user. So, all acupuncture providers notes to ditto regardless of provider, all chiropractic notes to ditto regardless of provider, etc.
Sarah Karacic 4 months ago in Advanced Ditto 0

ERA completion

The ability to move the ERA to a completed tab, so it doesn't keep showing up in the ERA report
Guest 4 months ago in Payments 0 Future consideration

Write off's from the ERA report

the ability to write off from the ERA report
Guest 4 months ago in Payments 0 Future consideration