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Turn on/off Treatment Notes per Provider

Clinics are asking for providers to have the ability to turn on or off the templates they use. For example, for clinics with Chiropractors plus massage therapists or physical therapists, there is not a need for the chiropractor to see PT templates...
Guest 4 months ago in Treatment Notes 0 Waiting for Review

scheduler appts to not stagger but show up under each other.

CHR7321551- Date 3/17/2025
Sarah Karacic 4 months ago in Scheduler 0 Waiting for Review

Membership tracking in Membership Report

I ran a membership report to show a clinic how they can see who's used visits and has visits left, and realized this data isn't available. Can it be added to the membership report?
Guest 4 months ago in Membership 0 Future consideration

Compliance Report - Add Diagnosis Column

If diagnosis were a column in the compliance report it would be easier to check your claim before signing the note. Currently this is a manual process. Providers do not want to do this from Pending Claims.
Guest 4 months ago in Treatment Notes 0

Online Forms UI

When forms are completed, the system asks the user to find their code again. Once that's is done it says all forms are completed.... That is an unnecessary step and causes friction and confusion. -CHR4831548
Sarah Karacic 4 months ago in Intake Forms 0 Defect Logged

for provider reserved blocks to override appt category blocks

causing issues with scheduling. clinics have to manually remove the appt category blocks anytime they add a vacation or provider reserved block. CHR9311309
Sarah Karacic 4 months ago in Scheduler 1

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 4 months ago in Kiosk 1

history of appt modifications

to add everytime it was edited here, not just last modified. CHR9320598
Sarah Karacic 4 months ago in Appointments 0

Copy/Paste Scheduling

Quick scheduling options, if office is scheduling the next visit for a patient. Would be nice if they could just click on their appt for today, click COPY, and then navigate calendar to day/time scheduling next appt and click PASTE
Guest 4 months ago in Scheduler 0

add clinic logo to statements/payment receipts

CHR2681499
Sarah Karacic 4 months ago in Statements 1 Planned