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Add summary view to Aging Report

See ticket #84395
Guest about 19 hours ago in Reports 0 Waiting for Review

patient middle initial on the scheduler & front desk

If there's a way to have middle initials appear on the scheduling/front desk screen, we'd love that. CHR9971355
Sarah Karacic about 21 hours ago in Scheduler 0 Waiting for Review

objective adjustments to ditto into plan

for soap notes
Sarah Karacic 6 days ago in Treatment Notes 0 Waiting for Review

Ability to attach uploaded documents to a note

No description provided
Sarah Karacic 14 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 15 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 18 days ago in Insurance Verification 0 Waiting for Review

For auto scroll to be user-specific

No description provided
Sarah Karacic 19 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 20 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 21 days ago in Intake Forms 1 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 22 days ago in  0 Waiting for Review