All ideas

I want the ability to create recurring tasks.

While working on a patient's document, allow me to open and view previous documents. Sometimes I need to view what I wrote on the eval or a couple sessions ago in order to complete the current document.

Allow therapists to check in their own patients without having access to modify their schedule.

After I've created an invoice, have it emailed automatically to the primary contact.

I want to import the SPM-2 Child School Form to our clinic's Tests & Measures.

Notify or alert the therapist that the patient has low visits/units without them needing to check the reminders.

Allow users to mute "SOAP Note Revised" messages, so they don't clutter their messaging inbox if the user doesn't need the information.

I want pending intake forms that the portal user has not submitted back to us to automatically expire after some time so it disappears from our list.

When canceling a patient's appointment, I want an option to cancel all of a patient's appointments for the day if they come at different times or for different services.

Allow me to limit which information from the patient's information someone can view based upon their role. We only want our schedulers to view the patient's contact information while our therapists can also have access to the diagnoses. Only admin...