Ideas

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53 Vote

Automatically Connect Patient Learning Tree to Staff When Scheduled

Currently, administrators have to manually connect patients and employees through the Utilities and Tools setting. I am proposing employees are automatically connected to patients learning trees and notes when they are schedules with the patient....

Created 7 Feb 11:40pm

Practice Management / Contacts / Scheduling

3
27 Vote

Ability to report or sort on a meta-data field.

Meta-data field are created because they are necessary to individual companies work processes. I would like the ability to pull a report for them. We have a meta-data field for hire date but I can't find who was hired in a give month or find any ...

Created 30 Nov 11:35pm

Practice Management / Contacts

2 Already exists
33 Vote

Search by guardian

Can we have a way to search by the guardian's name? We get mail returned and it only has the guardian's name on it (especially if it's a bill of some sort) and if names are different from the clients name how are we able to search for that client?

Created 6 Dec 07:42pm

Practice Management / Contacts

4 Planned
21 Vote

Save signatures

Find a way to save signatures (like in adobe where signatures just have to be dragged into spot) to cut out time for staff that have to draw signature using mouse pads.

Created 1 Jun 01:16pm

Practice Management / Files / Contacts

2
27 Vote

Automatically share client files with org account

You can auto share all files with employee accounts. We would also like the same for org accounts. At the moment, not all client files are automatically shared with the org account. There is no way to auto share with the org. You cannot discon...

Created 13 Mar 02:53pm

Practice Management / Contacts

6
26 Vote

options for syncing addresses and DOB in patient demographics

Ability to choose which address to sync in the patient demographics mailing address (payor's, client's, etc) that way the statements go to the right place. Also ability to choose which DOB to pull for the payor. Right now it defaults to client's,...

Created 5 Dec 04:56pm

Practice Management / Contacts

0
11 Vote

Chosen Name/Nickname feature

Hi! It would be really helpful to have a way to have a separate display name (like a nickname or a chosen name that does not have legal proof) and legal name (which is required for most insurance documentation). We have several technicians and cli...

Created 28 Jun 02:27pm

Practice Management / Contacts

3
24 Vote

Vacation Responder

It would be great to be able to set up a customized automatic response to CentralReach messages that a user can establish when they go on vacation. Customizable messages would be ideal as we could redirect our staff to an alternate point of contac...

Created 22 Dec 06:14pm

Practice Management / Contacts

0
20 Vote

A automatic signature

An option to click and places your saved signature- instead of having to write it in each time.

Created 25 Aug 03:01pm

Practice Management / Notes & Forms / Contacts

0
19 Vote

View as Employee for Admins

It would be great to be able to view an employees screen from an administrator account. Applications like Certify and Concur offer this type of option so you can help troubleshoot issues with your users.

Created 24 Aug 07:57pm

Practice Management / Platform / Permissions / Contacts

0