All ideas

When adding a goal for a patient and choosing Assistance as the data type, allow me to edit the assistance levels (i.e. Independent, Modified Independent, etc.) to make them more specific for my clinic.

When I open a claim from a claim queue, allow me to navigate to the next claim or previous claim without having to go back to the list of claims.

Allow me the option to sort or filter the list of invoices from a patient's billing account.

Let me add contact information for the person who referred the patient (indicated in the "Referred By" field).

Integrate with NexHealth for online scheduling, reviews and sending electronic fillable intake forms.

The daily notes section is visually overwhelming as a supervising OT when my total includes not just my notes but all the COTAs that I sign off. Would recommend that the daily notes "in progress" only include the ones scheduled for that specific t...

Make it easier to add therapy activities/exercises to my daily note because right now it takes too much time to search for and select each activity.

Allow me to include additional fields by the physician signature line on the POC because some payers want additional information.

In the goals section of an evaluation type document, allow me to lump goals under headings, such as "Current Goals", "New Goals", and/or "Archived Goals". This separation would make the goal section of the progress report much easier to read for t...

Allow me to set the patient status (i.e. referral, active, discharge, etc.) manually.