All ideas

If I revise a claim and send it to secondary insurance, remove the charges that were initially selected as patient responsibility until all the instances of the claim are finalized. We send statements and when we revise and submit to secondary, th...

When viewing the authorization reminders from the Schedule tab, allow me to sort or filter the list by service type.

Display the patient's phone number on the appointment block so if the patient doesn't show we can call them without having to pull up the patient's information screen.

Let me search or filter the list of files uploaded to a patient.

I want to create a claim rule with a condition based on the appointment's location.

When a patient contact pays an emailed invoice, let them save the credit card.

I want to enter separate time in/time out times for patients who are seen by two or more therapists during a session (e.g. assistant therapist & a supervising therapist).

I want the ability to view or access a patient's billing account from the appointment hover on the calendar.

Allow me to create tables and have them appear in the Findings/Performance Skills and Areas of Occupation/Functional Measures sections of evaluation-type documents, similar to how I can create tables in Standardized Tests.

Allow me to select a specific date range or specific start date for including goal data on progress notes, re-assessments, and discharges.