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Membership Payment Method

When a patients payment method on file is changed/edited, ability for the membership to automatically begin charging the new/updated payment method. Or even an option to just 'edit' the payment method chosen for that membership.
Sarah Karacic 6 months ago in Membership 0 Future consideration

Appointment Changes

Ability to change an appt. time/date by clicking on the appt. and dragging it to the new time/date. That would be a game changer in terms of convenience.
Sarah Karacic 6 months ago in Appointments 2

preview note while editing

The same view button for creating the note as creating the template.
Sarah Karacic 6 months ago in Treatment Notes 0

Click to add/remove macros in note

Improve efficiency - " You either have to delete and restart, or search through the paragraph to the parts you need to edit--our previous EHR you were able to click on editable portions (highlighted in blue) to edit those alone and see them clearl...
Sarah Karacic 6 months ago in Treatment Notes 0

Scheduler Days

Give users ability to toggle days off in the scheduler view (ex. dont want to see saturday and sunday in the weekly view because they dont have anyone booked those days)
Sarah Karacic 7 months ago in Scheduler 0 Idea Already exists

Send Later Option - SMS

Multiple doctors have requested to "Schedule" out SMS communications. For example, if they are closed for the weekend but want something to send out on sunday for monday's appts- they could schedule it the week before.
Sarah Karacic 7 months ago in SMS/Email 2

More Automation

Just demo a doc from The Joint, he's leaving and opening own practice at start of new year. Two things super important for him were when patient books online, they can pay or be required to make a deposit and then that the patient forms automatica...
Guest 7 months ago in Payments 0

scheduler # of appts

Suggestion for the # at the top of scheduler that displays # of today's appts to exclude cancelled/rescheduled appts.
Sarah Karacic 7 months ago in Scheduler 0 Planned

Setting for a code to automatically bill under non-insurance

I have had clinics ask for a way to set a code as non-insurance ahead time that way when the provider or assistant clicks on that code in the fee slip it will automatically be set to bill to non-insurance. This way nothing is missed on the front e...
Guest 7 months ago in Fee Schedules 0

Check in Dot Color Change

Would be nice if that dot color could change if they have forms due that aren't complete
Guest 8 months ago in Intake Forms 0