All ideas

I want to choose what types of documents a certain quick phrase is able to be used in so I only have to look through relevant quick phrases when writing a document.

When managing appointment presets, I want to be able to easily tell whether a billing code associated with the preset is a timed or untimed code.

Allow patients or caregivers to upload larger files and attachments to the patient portal.

I want to select which sections of the daily note to automatically pull forward when a new daily note is created.

Notify me when a patient/caregiver makes a new payment on the patient portal or from a click-to-pay invoice.

Let me record all of a therapist's credentials and licenses and remind me when they're going to expire.

Let me import information from intake forms into an evaluation document for the patient.

As a therapist, allow me to view and manage the goal bank because I don't want to have to rely on administrators at my clinic (who may not be therapists) to add and change goals that we use.

When conducting a teletherapy session in Fusion, allow me to use annotation tools so I can draw on my screen.

I want the "Other Assessments" evaluation section formatting changed from a table back to the originally separated components format (ex: text field for "Title" and text area for "Notes/Observations").