Patient

I want to specify which contact handles billing so I send things like their invoice to the right contact.

In the patient's information, allow me to indicate how the caregiver wants to receive appointment or treatment information that may include PHI (e.g. text, voicemail, etc.).

I want to mark patients who are on hold, rather than just active or discharged.

When viewing the patient's appointment list, make the default date range include previous appointments and not just present and future appointments.

I want to add a custom reminder threshold per authorization to visit-based authorizations.

When viewing the appointment list, do not apply the date filter. Instead, position me to the first future appointment so I can scroll through the whole list (past or future appointments) without setting a filter.

When viewing the patient's information, allow me to see their attendance.

Use different terminology on the patient's information instead of "Sex", such as "Biological Sex".

When viewing the notes on an authorization, allow me to see who created the note or added information so I know who to speak to at my clinic if I have questions.

Let me turn off appointment reminders for progress note appointments.