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You should make it so the note and fee slip have to be tied to an appointment.

Right now you can make a note and fee slip for any day regardless of whether or not they had an appointment that day.
Sarah Karacic 3 months ago in Treatment Notes 0 Will not implement

kiosk PIN for patients

I am putting in a request for a PIN for each patient. The sign-in process is very cumbersome. After having a system that just required a 4-digit PIN and no questions asked, it was quick and seamless and kept our office flow going, no bottlenecking...
Sarah Karacic 7 months ago in Kiosk 1

sms number on the online scheduler

One other suggestion. It would be great to have a link to the text number on the online schedule. For example "not finding the time you need, you can text the office for help." CHR4531101
Sarah Karacic 4 months ago in Growth Hub 0 Waiting for Review

Cart red in scheduler/front desk if no payment has been collected

I have a clinic that would like to know if we can make the "grocery cart" red, if there is a balance on the claim, that needs attention or collection. Provider states it would be a good visual reminder that a collection needs to happen. if a colle...
Guest 4 months ago in Front Desk 0 Waiting for Review

Completed Statement Folder

Maybe in Statements Queue and the patient file, have a folder of the history of statements that have been ran and sent to patients. Would be ideal to have the date statement sent, statement type, for what claims, for what amount and how it was ran...
Guest 4 months ago in Statements 0

remove selections in a treatment note when "none" is selected

When selecting "not evaluated today " or "None" in disengages the rest of the subsection. Can build that feature into a custom template ? CHR5261566 HS 87288
Sarah Karacic 4 months ago in Treatment Notes 0

dont allow note to be created/dated for a date that there was no visit/appointment

Can you make it so that a note cannot be made on a date unless there is an appointment on that date? CHR0291507. HS 87256
Sarah Karacic 4 months ago in Appointments 0

ability to edit memo statuses

CHR3101589
Sarah Karacic 4 months ago in Settings 0 Waiting for Review

ability for patients to request/sign up for membership online

through app or clinic website. CHR9391572
Sarah Karacic 4 months ago in Membership 1

record of emails to attorneys & non-patient emails

when clinics send records from the treatment dashboard, if they're sending it to an attorney or someone other than the patient, there is no record of it in CS to confirm sent
Sarah Karacic 4 months ago in SMS/Email 0 Waiting for Review