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Ability to Customize Intake Forms Message

CHR6071475
Sarah Karacic 11 days ago in Settings 0 Waiting for Review

Confirmations Per Appt Category

ability to customize the Confirmation message for new patients is important to mention that they have forms due. CHR 6071475
Sarah Karacic 11 days ago in Growth Hub 0 Waiting for Review

household statements

when families are set up as household, each family member's statement is sent as a separate email and you don't know whose is whose. You just have to enter a date of birth until you get to the right one. It would be helpful if a household account ...
Sarah Karacic 16 days ago in Statements 0 Waiting for Review

Report for Payments and Insurance Information

I’m looking to create a report we can export in tabular CSV format with the following fields: Name Date Code Description Charges Payments Payment Date Provider Primary Insurance Secondary Insurance CHR9656796
Sarah Karacic 18 days ago in Reports 0 Waiting for Review

space for second attorney email/case manager under attorney info

Is there any possibility that there could be a section added to the attorney are for the name of the case manager and to add a second email?
Sarah Karacic 19 days ago in Billing 0

ability to transfer note from one account to another patient account

if patient has multiple files like for "PI" and "Cash" etc. ability to easily transfer notes
Sarah Karacic 19 days ago in Settings 1 Future consideration

ability to duplicate a patient file

this would be useful when creating a second patient file for another case like "PI" but easily duplicate all their info over
Sarah Karacic 19 days ago in Patient Demographics 1

follow-up messages

a way to automate a follow up SMS to go out after a new patient exam. CHR4401503
Sarah Karacic 20 days ago in Appointments 0 Waiting for Review

allergy box

We need something that will pop out/stand out regardless of where we are in either one of the patients dashboards.
Sarah Karacic 22 days ago in Patient Demographics 0

ability to apply unapplied payments to Membership

No description provided
Sarah Karacic 22 days ago in Membership 0 Planned