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You should make it so the note and fee slip have to be tied to an appointment.

Right now you can make a note and fee slip for any day regardless of whether or not they had an appointment that day.
Sarah Karacic about 6 hours ago in Treatment Notes 0 Waiting for Review

sms number on the online scheduler

One other suggestion. It would be great to have a link to the text number on the online schedule. For example "not finding the time you need, you can text the office for help." CHR4531101
Sarah Karacic 8 days ago in Growth Hub 0 Waiting for Review

reorganize search bar

for active patients to show on top, then inactive. CHR9391572
Sarah Karacic 9 days ago in Settings 0 Waiting for Review

Cart red in scheduler/front desk if no payment has been collected

I have a clinic that would like to know if we can make the "grocery cart" red, if there is a balance on the claim, that needs attention or collection. Provider states it would be a good visual reminder that a collection needs to happen. if a colle...
Guest 10 days ago in Front Desk 0 Waiting for Review

Appointment Status

We are needing to see if the company would be willing to add a tab for the "in exam room" status on the appointment. We were thinking that could use the existing tab for "checked out" status but just make it a different color, like light grey. We ...
Guest 11 days ago in Appointments 0 Waiting for Review

Completed Statement Folder

Maybe in Statements Queue and the patient file, have a folder of the history of statements that have been ran and sent to patients. Would be ideal to have the date statement sent, statement type, for what claims, for what amount and how it was ran...
Guest 16 days ago in Statements 0 Waiting for Review

remove selections in a treatment note when "none" is selected

When selecting "not evaluated today " or "None" in disengages the rest of the subsection. Can build that feature into a custom template ? CHR5261566 HS 87288
Sarah Karacic 16 days ago in Treatment Notes 0 Waiting for Review

dont allow note to be created/dated for a date that there was no visit/appointment

Can you make it so that a note cannot be made on a date unless there is an appointment on that date? CHR0291507. HS 87256
Sarah Karacic 16 days ago in Appointments 0 Waiting for Review

ability to edit memo statuses

CHR3101589
Sarah Karacic 22 days ago in Settings 0 Waiting for Review

ability for patients to request/sign up for membership online

through app or clinic website. CHR9391572
Sarah Karacic 24 days ago in Membership 0 Waiting for Review