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More Automation

Just demo a doc from The Joint, he's leaving and opening own practice at start of new year. Two things super important for him were when patient books online, they can pay or be required to make a deposit and then that the patient forms automatica...
Guest about 1 month ago in Payments 0 Waiting for Review

Statements - Support Statement History - Last Billed Date - Last Payment Date

Issue: Customers are not able to see previous statements generated for patients. In addition, customers cannot see the following data when generating a new statement: Last Billed Date Last Payment Date Here is why this is important. If a patient c...
Guest about 1 month ago in Front Desk 0 Waiting for Review

billing

Feature Request: Set CPT codes per payor as defaults, set modifiers at payor level as defaults, set at price list level if they don't want code to copy to next visit, one time service only code. In Fee Slip have a patient cpt history to choose fro...
Guest about 1 month ago in Settings 0 Waiting for Review

Easily Insert + Remove Macros by clicking to save time

Inserting macros into notes - could save a lot of time if dr. is able to simply click the macro to insert and then click it to remove versus having to go back into the text and highlight/erase or clear all to remove.
Sarah Karacic about 2 months ago in Custom Templates 0 Waiting for Review

scheduler # of appts

Suggestion for the # at the top of scheduler that displays # of today's appts to exclude cancelled/rescheduled appts.
Sarah Karacic about 2 months ago in Scheduler 0 Waiting for Review

Setting for a code to automatically bill under non-insurance

I have had clinics ask for a way to set a code as non-insurance ahead time that way when the provider or assistant clicks on that code in the fee slip it will automatically be set to bill to non-insurance. This way nothing is missed on the front e...
Guest about 2 months ago in Fee Schedules 0 Waiting for Review

Insurance Term Date

Users requesting an option to add Date of Termination for Inactive insurances.
Sarah Karacic 3 months ago in Insurance Verification 0 Waiting for Review

Check in Dot Color Change

Would be nice if that dot color could change if they have forms due that aren't complete
Guest 3 months ago in Intake Forms 0 Waiting for Review

Internal Chat

Clinics want to message each other (coworkers) within the software.
Sarah Karacic 3 months ago in Home Page 0 Waiting for Review

Reports by Demographics

Clinics interested in searching patient listing by demographics such as age, gender etc.
Sarah Karacic 4 months ago in Reports 1 Waiting for Review