All ideas

Allow me to print statements for multiple clients at once.

Allow me to include the patient's next assessment date when running the authorizations insight report so that I can make sure the authorization covers the next assessment.

Allow me to download the Transactions insight in a QBO format as that's the only format my version of QuickBooks will accept.

Make it easier to handle combined payments when a payer pays some amount on a claim and then comes back to pay more.

When creating a claims insight report, allow me to run the report to include multiple claim statuses. Right now I can only pick one.

When running an insight report, allow me to compare the data to another timeframe for the same report. For example, I may want to compare appointment totals from this week to last week.

When pulling forward activities on a daily note, allow me to specify the time frame I want to pull the activities from. For example, I may want to pull forward all activities that have been on daily notes since the last evaluation-type document.

For each payer, allow me to add a plan of care effective range so that I can pull over the date range in evaluation-type documents more easily.

I want to report on a user's duration in appointments based on the difference between the Time In and Time Out fields on the documents.

Add an evaluation section for equipment because we see many children who use devices and we evaluate their performance using those devices.