Ideas

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113 Vote

Notify user via SMS if schedule changes

Right now you can be notified by email but not texts. Texts are a much better way to ensure the message is delivered to our staff. This would be a very beneficial feature for us as right now we have to outsource to a different vendor in order to d...

Created 3 Aug 07:01pm

Practice Management / Platform

7
112 Vote

Undo last change

if I drag and drop an appt, then I go, oops, I didn't mean to do that, could we have an undo button to take back that last change

Created 5 Nov 04:03pm

Practice Management / Platform

2 Planned
77 Vote

Notifications for Activity/Call Log

Our clinicians would like the option to sign up for notifications when something is added to a client's activity/call log. Our front desk staff, Medical Records, and Billing/Insurance team use this section for important notes, so it would be helpf...

Created 23 Jan 05:06pm

Practice Management / Platform

1
67 Vote

Collections Module

Would like a collections module for delinquent accounts with ability to setup payment plans, send templated letters, etc.

Created 2 Dec 07:46pm

Practice Management / Platform

2 Planned
60 Vote

Hide activity/history on patient portal

Ability for an org to choose whether or not they want activity/history visible to clients on the patient portal.

Created 2 Dec 07:49pm

Practice Management / Platform

0 Planned
10 Vote

Exclude Filters in All Modules

It would be incredibly useful to be able to exclude filters across all modules. For example: in the View as Grid part of the scheduling module, we would like to exclude Cancellation Reasons. This will be extremely helpful when it comes to auditing.

Created 18 Nov 09:44pm

Practice Management / Platform

0
14 Vote

Tag others in comments

I would like the ability to tag others in all comments (support tickets, notes, messages, etc.)

Created 27 Sep 01:55am

Practice Management / Platform

0
20 Vote

Support Ticket Notification

I'm not getting notified when CR is responding to support tickets that have been reassigned to them. I only get a notification if there's a response from the administrator within my company.

Created 20 Sep 08:40pm

Practice Management / Platform

12 Planned
19 Vote

"OR" logic in searching rather than "AND"

Currently, in all areas of the module, label searches only give results based on the "and" logic. For example, if I have "FL office" and "GA office" labels, I can't enter these into scheduling to get both of them showing up. The system will look f...

Created 16 Oct 02:15pm

Practice Management / Platform

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