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Ability to attach uploaded documents to a note

No description provided
Sarah Karacic 2 days ago in Treatment Notes 0 Waiting for Review

Ability to copy saved payment method info from one patient file to another

for adding the same card on file for multiple patients
Sarah Karacic 3 days ago in Payments 0 Waiting for Review

As a clinic user, we need to be able to delete old or incorrect insurance payers

we need to be able to delete old or incorrect insurance payers, instead of just making them inactive.
Guest 6 days ago in Insurance Verification 0 Waiting for Review

For auto scroll to be user-specific

No description provided
Sarah Karacic 7 days ago in Scheduler 0 Waiting for Review

recall and reviews to be differentiated by provider

CHR6471307 has multiple providers that go by different "practice names" and they dont want the same recall going out to whole patient base- they want it split by practice to ensure the recall/review request has their providers name at the bottom o...
Sarah Karacic 8 days ago in Growth Hub 0 Waiting for Review

streamline intake paperwork

ability to automatically navigate user to any missing required questions or forms, it would streamline the submission process significantly. CHR9971355
Sarah Karacic 9 days ago in Intake Forms 0 Waiting for Review

macros available in comments

I think it would be helpful to create and use macros for the "Comments" section of the Patient Dashboard. My thought is to have specific custom macros for these Dr&CA Memo, Warning, and Listings sections that you can easily enter in commonly u...
Sarah Karacic 10 days ago in  0 Waiting for Review

Products in Fee Schedules

Office I am demo'ing does 10% off all products if patient is on a membership. Would be easiest if products could be in a fee schedule, so they can set and precalculate the discount and then attach that fee schedule to anyone on the membership that...
Guest 14 days ago in Fee Schedules 0 Waiting for Review

minimize how often a new tab opens

CHR9391572
Sarah Karacic 15 days ago in  0 Waiting for Review

Adding Notes to Product Lines

When we charge for records, it's usually to a firm or company that will regularly pay us on net 30-60 days. At times, they "don't get" the invoice and takes us following up on that balance. We are not able to add notes to that line item on the pro...
Guest 16 days ago in Billing 0 Waiting for Review