All ideas

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...

Have the supervisor I selected on the previous note pull forward to the current note so that I don't have to re-select the same person every time.

When a user's unavailable time is added, allow a place to write notes or comments so that if someone needs to know where they are, they have a way to contact them.

Include our clinic logo at the top of the patient's goals page when printing them from the Docs tab so it looks more professional.