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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 7 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 7 months ago in Advanced Ditto 1

ERA completion

The ability to move the ERA to a completed tab, so it doesn't keep showing up in the ERA report
Guest 8 months ago in Payments 0 Future consideration

Write off's from the ERA report

the ability to write off from the ERA report
Guest 8 months ago in Payments 0 Future consideration

Complaints in Tmt Note

To have the complaints in the tmt note filled in by the doctor also auto-populate into the tmt dashboard under "chief complaints"
Sarah Karacic 8 months ago in Treatment Notes 0 Future consideration

Sort Fave Diagnosis in Fee Slip by Region

Have the fave diagnosis list sorted by region
Sarah Karacic 8 months ago in Treatment Notes 0

Add Payment Info/Card Info to Online Bookings

Option to make it mandatory for online bookings to take a CC/debit card information
Sarah Karacic 8 months ago in Appointments 0

Page Numbers on Printed Notes

For printed notes to reflect a page number or order. We had a clinic report that after dropping a patients printed notes they had a hard time re-organizing due to the printout not having page numbers. Check attached.
Sarah Karacic 8 months ago in Treatment Notes 1 Defect Logged

Notes in Patient App

Ability to choose to toggle off note visibility for patient app like there is for provider app.
Sarah Karacic 8 months ago in Patient App 1

Preordered Product Tracking

Sometimes people pre-order products and it helps to be able to have this tracked in the system when checking people out.
Sarah Karacic 8 months ago in  0