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Adding Colors to the Pending Folder

Adding the color "dot" on the pending claims list for whether a claim was patient pay/cash, billed or a zero-charge visit. That would be so smooth to be able to see that because that is a constant question we are finding when reviewing those claim...
Carrie Pullis 5 months ago in Reports 0

Remove Amex Payment Option in Statements

Remove Amex Payment Option in Statements
Sarah Karacic 5 months ago in Payments 0

Multi Location Needs

I have a couple of multi locations that are close to wanting to sign up, they do need separate databases for multiple reasons... Some things they would like: Toggle access moved to top of Scheduler and Front Desk and say which location in, ability...
Guest 5 months ago in Settings 0 Future consideration

Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 5 months ago in Intake Forms 0 Defect Logged

Statement Adjustment for Envelops

A way to adjust the statement format to fit certain envelops with windows to mail out.
Lyndsey Sullivan 5 months ago in Products 0 Planned

Creating Tasks within the system

In addition to an internal chat option, add a task manager for all staff to be able to manage to-dos when it comes to clinic/patient tasks.
Sarah Karacic 5 months ago in Settings 3

Upload Insurance Card/ID with Booking

Option for patients to be able to upload their Insurance or ID cards
Sarah Karacic 6 months ago in Appointments 0

Link Bookings to Patient Calendar

a way for appointment bookings to link to calendar on phone or email (some sort of link to put the appt on the patients calendar)
Sarah Karacic 6 months ago in Appointments 0

Email Option for Statements from Claim History

This would be useful when a statement is needed quick or is requested from the front desk.
Guest 6 months ago in Statements 0

Recurring Scheduling for Households

Recurring Scheduling for Households
Guest 6 months ago in Scheduler 0