A report that would show all patients who have insurance by carrier. Also have an option to show who has Open insurance cases, Closed insurance cases, or filter by Patient's last visit date. (see desktop version if needed.)
Lyndsey Sullivan
about 1 year ago
in Reports
0
Future consideration
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
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
Would be nice when setting up automations, like birthday reminders, if you had option to include Inactive Patients or Include Inactive patients. Because they did an import, they have over 1K to manually update to remove them from marketing automat...
clinic imported credits and some came over with negatives, when they discovered it was too late to edit and had to re-import. if these were always editable, or editable for longer that would be helpful. - CHR4871502
A feature office had with Rapid they miss, is they could create form letters, IE for Referrals. They could create a form letter to send an update to an MD for referral they sent, the form letter could pull in automatically the patient referred, th...
specific to android devices. " I suggest clicking on February 2025 in black area would do the same thing as clicking on the grey area, most calendars work that way. Would be less confusing for clients."- CHR6071414
Sarah Karacic
7 months ago
in Intake Forms
12
Defect Logged
0
Defect Logged
