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Move Patient Contact Info.

Patient's basic info, especially their phone number would be more convenient on the treatment page or under the patient's name with their age and DOB.
Sarah Karacic 5 months ago in Patient Demographics 0 Future consideration

Save/Download Completed Patient Intake Forms

Consent forms can be "printed" then saved, but the Health Questionnaire will only print, no option to save--because of this, I can't easily email certain forms
Sarah Karacic 5 months ago in Intake Forms 0 Defect Logged

Notification Bell

Clearer distinction in the bell icon when there are notifications there/alerts waiting.
Sarah Karacic 5 months ago in Home Page 3 Planned

Scheduling Settings - Limit Bookings

Create a setting for limiting online scheduling such as "only allow scheduling up to 1 hr before the appt time" so providers can prepare.
Sarah Karacic 5 months ago in Online Scheduler 1

Unlimited SMS

Create a subscription option or way for clinics to pay for unlimited SMS per month or even an option higher than 5k.
Sarah Karacic 5 months ago in SMS/Email 0 Future consideration

Appointment Category tied to Patient File

Tie a particular appt category to patient file if they always come in for the same appt type.
Sarah Karacic 5 months ago in Appointments 0 Future consideration

Discount Payments

Ability to discount/write off in the payment window.
Sarah Karacic 5 months ago in Payments 2

Search Bar

Lookup patients by first two letters instead of having to type out more. Allow the search bar to be searchable without having to click into the box.(Ref. to HS #66693)
Sarah Karacic 5 months ago in Home Page 1 Future consideration

The ability to upload file that is a copy of the EOB they get from paper checks

They want the ability to upload an EOB from a paper check into the software and have it tied to the patient's claim. This way when they are in that patient's ledger they can click on the file attached to be able to view that EOB. There is another ...
Guest 5 months ago in Statements 0 Future consideration

To have a link within the patient's ledger where they can view and/or preview the ERA that is tied to that claim

Other EHRs do this and it is a quick way of seeing the ERA when looking at a patient's claim in their ledger. Currently the only way a clinic can see the ERA is in the ERA report. This means they will have to toggle between tabs to do this or leav...
Guest 5 months ago in Statements 0 Planned