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Name display upper right corner

can that be the person that is checked in- to avoid confusion
Guest 8 months ago in Appointments 0 Waiting for Review

Check in- Duplicates

when two front desk personal check in the same patient- it creates a duplicate appointment slot. Maybe have a notification that says "Already Checked in"
Guest 8 months ago in Appointments 0 Waiting for Review

hide membership types from online

No description provided
Sarah Karacic 8 months ago in Membership 1 Waiting for Review

macros/soap note suggestion

when I am doing a note and have the previous visit salted over, I need to add in certain macros that I have at the bottom of one of the SOAP boxes. Any additions to the salted note all end up at he bottom of the box no matter what. They do not add...
Sarah Karacic 8 months ago in Treatment Notes 0 Waiting for Review

Charged appt vs not charged appointment status on the scheduler.

With the growth that we are experiencing, and the many package options we have in our office, we need a way to easily mark the appointment as a charged appointment, and then have that show up somehow on the scheduler. We were thinking if there was...
Guest 9 months ago in  0

Internal email correspondence for certain staff members

We would like to be able to set certain users the ability to email patients within CDR. We would like the replies from those emails to go directly into the system, but not the main email address. We would like the replies to be received internally...
Guest 9 months ago in Growth Hub 0 Future consideration

ability to edit/change membership termination date

when clinics choose the wrong date to terminate a membership plan, ability to change the date/make it terminate immediately would be helpful.CHR8451144
Sarah Karacic 9 months ago in Membership 0 Defect Logged

Clinic Notification for Declined Scheduled Transactions

CHR0281274 Add patient reminder if scheduled payment failed.
Sarah Karacic 9 months ago in Payments 0 Waiting for Review

Have more than 3 treatment plans on the dashboard.

We would like to have the ability to have more than 3 treatment plans open at the same time. We are trying to internally track a custom appointment, called a Supplement Review with patients who are on protocols. We also have a lot of patients who ...
Guest 9 months ago in Treatment Plan 0

for an appointment to be split between two providers

CHR 0071616 / HS 89770
Sarah Karacic 9 months ago in Appointments 0