Ideas

Can you add in an other language checkbox/text box, to add in additional languages? And/or add Creole as a language spoken?

Right now, the unconverted appointments show up on the facesheet but I do not think that most employees check that regularly or thoroughly. It would be awesome if automated text or email reminders could be sent for employees who have an unconverte...

Have a bar on the top of the calendar that lists the tasks that are due that day

Because we have therapists canceling sessions, our cancellation data is incorrect if they accidentally cancel all remaining sessions instead of just a one time thing. Also we do not want them making permanent changes without going through scheduli...

Currently, the color codes at the top show blue for anything outstanding. However, this includes both open insurance claims and claims with outstanding patient responsibility. Need a color at the top for open insurance and another color for open...

From the billing screen, if you have sent line items to the wrong payer and wish to change it, you have to do it one by one. VERY time consuming. There needs to be a way to change the payer for multiple entries at the same time.

When an ERA includes a recoupment, we need to be able to see what is being recouped (patient name and date of service, amount) easily and quickly. I have spent hours on the phone trying to figure out why a check that includes a payment was for $0...

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...

When using "Rate" this data collection only lets you choose the graph to show the following options for the graph dispay of data: 1 hour, 2 hours, entire day. It would be beneficial to let the users type in the view they would want to see (for exa...

For example, when viewing all clients, it would be nice to have a column for payer. Instead of only being able to filter by clients of a specific payer, the ability to view clients with different payers would allow our office to better predict how...