All ideas

Allow me to view the goal data history when completing an evaluation-type document. I want to be able to view the goal comments from previous daily notes as well as copy and paste them into the goal notes of the progress note.

When I batch print daily notes, condense the information so it prints on one page. For example, have the header only show on the first document and not the remaining.

Allow me to select multiple goals and archive them at all the same time instead of individually.

Allow me to turn off all the reminders for a specific service type.

I want to set up a claim rule that changes the claim's payer.

If I send a document to a contributor and the contributor makes changes and sends the document back to me, I have no way of knowing which ones they are when viewing my list of documents. I want to know which ones quickly need my review and signatu...

Provide me with pre-made intake forms and agreements that I can send to my new clients.

Add the patient's primary location to the authorizations insight report so that I can see all the patient authorizations for just my location.

Sometimes I'm not able to finalize every claim on the remittance, however, it would be nice if a partially finalized remittance could turn a different color (e.g. yellow) on the remittance list, similarly to how they turn green when all claims are...