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notification when balances are paid via statement link

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Sarah Karacic 6 months ago in Statements 1 Waiting for Review

visit counter for multiple specialties

We find the Chiro Visits Met feature very helpful, but struggle with the fact it counts (or counted) down for any visit and that wouldn't work for us because we see patients for multiple specialties. Is that feature ever expected to be visit type/...
Sarah Karacic 6 months ago in Appointments 0 Waiting for Review

Search for procedure codes on the fee slip by the area (on the body)

The codes and names are truncated because of space available. The Providers have to hover over each code until they find the code they are looking for. Very time consuming. With technology today I would assume it could be set up to pull the code b...
Guest 6 months ago in Billing 0

Family Membership with Households

We need some guidance. We have chiropractic plans that families can buy and share. For example a family of 5 can share a 20 visit punch pass. If we have everyone connected to a "household" in the system is there a way that will track the 20 visits...
Guest 6 months ago in Membership 0 Waiting for Review

Open API

More functionality for our higher tech savvy clients, office I demo'd uses Raintree, they have this with https://www.postman.com/collection/ See example https://rtdemo.raintreeinc.com/webapidev/api
Guest 6 months ago in Growth Hub 0 Future consideration

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 6 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 6 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 7 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 7 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 7 months ago in Intake Forms 0 Defect Logged