All ideas

Allow me to set authorization reminders at the payer or patient level, rather than at the clinic level.

When creating an appointment preset, let me select a location that will automatically be applied to appointments that use this preset.

I want the remaining Deductible, Out of Pocket, and Monetary Max values for a patient to automatically update.

If a patient has a document reminder and the therapist starts a document draft, the reminder is removed. I want to continue seeing the reminder until the document is signed.

Let me specify a follow-up date on claims so I know when I need to take action again if I haven't received anything from the party (such as the insurance company) we're waiting on.

I want to check in other events / meetings.

Add a checkbox column in Document Reminders so that I can check off a box to mark it as scheduled. I look at this list and I'm not sure if it's already been scheduled or not.

I want the ability to select additional payer types when adding or editing a payer that match the types listed in box 1 of the CMS 1500 form. Currently, I am only able to choose one of the following: Insurance, Medicare, Medicaid, and Private Pay....

Most of my quick phrase include placeholders (or blanks) for me to remember to fill in certain pieces of information. An example may be, " *** will complete *** out of *** jumping jacks with *** coordination". When I insert this quick phrase into ...

When viewing the list of document reminders, display the primary therapist's name so that we don't have to search to see who the therapist is.