All ideas

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).

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.

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

When viewing claims from the claim list, it takes extra clicks to get to the claim notes. Let me view the claim notes directly from the claim list.

When I'm previewing the document, allow me to edit it in "preview" mode. If I see a typo or a change that needs to be made, it would be easier to edit it in preview mode then to close it and make the change.

I want to print entries added to the Notes section of a patient's billing account.

Even when having detailed invoices turned on we'd like to see more detail about the breakdown for patient responsibility (e.g. deductible, co-pay, etc.).