All ideas

On the appointment block, show me if I have checked the patient out even if I only applied a one-time account payment. If I'm not sure if it's been checked out I have to go over the billing account to double check and that takes too much time.

Allow me to sign-off on multiple notes at once so that I don't have to open each document individually.

Include some kind of identifier when using a saved card for payment processing so that I can tell which one is the credit card, debit card, or HSA card, or which card is the client's preferred card.

Allow me to copy an appointment and paste it to a new timeslot. For canceled appointments that are re-scheduled, it would be easier to just copy and paste it to a new date and time.

Allow me to run an insight report on documents that have been completed within a specific timeframe that includes the primary therapist and co-signer. We send all assessments to doctors and want to just be able to go through a list of documents th...

Allow me to show certain files that have been uploaded to the patient's information on their portal so they can view them online.

When I create an insight report and apply filters or a specific date range, show me that information when I am viewing the report.

Let me filter or search in a billing account's statement.

If I apply filters to the claim list, don't remove them after I delete a claim because I don't want to have to reapply them.

If I have tasks that have a due date, make the reminder more visible rather than just a number count in my left sidebar.