Admin

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

As an admin, allow me to disable the pull forward feature in documents.

In the Admin tab under Clinic Options, allow me to set the plan of care effective range for a set number of days, not months, because most of our payers specify 180 days which is just short of 6 months.

When adding a new quick phrase, allow me to create a longer phrase. We use a lot of quick phrases and it's difficult to remember which one i need when we can only use 6 characters.

Allow me to choose the date range for when re-assessments cancel out progress notes. I don't want to see a progress note reminder and complete it if a week later I receive a reminder for a re-assessment.

Allow me to create CPT code sets so that if I add one CPT code to a document it automatically populates several CPT codes.

As an admin at a clinic on the Basic plan, I want to see which therapists have incomplete documents.

ability to set recurring reminders at a custom rate such as 12 weeks for care plan deadline reminders

Display the primary payer when viewing our list of patients from the Admin tab.