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Upload Insurance Card/ID with Booking

Option for patients to be able to upload their Insurance or ID cards
Sarah Karacic 7 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 7 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 7 months ago in Statements 0

Recurring Scheduling for Households

Recurring Scheduling for Households
Guest 7 months ago in Scheduler 0

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 8 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 8 months ago in Appointments 2

preview note while editing

The same view button for creating the note as creating the template.
Sarah Karacic 8 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 8 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 8 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 8 months ago in SMS/Email 2