All ideas

If I manually mark a goal as "mastered", have that label appear when in edit mode on a daily note. Right now a label only appears if a goal has been mastered based on criteria.

There needs to be an alert pop up if the therapist bills for more minutes on a daily note than the check in / check out time would equal.

Have more options available in the planned interventions sections because it's easier to select a drop-down then free-type in that field. For example, we may see clients for 2x a week for 6 weeks and then 1x a week for 6 weeks. I'd like these to b...

When a document reminder is triggered, change the patient's next appointment to the type of document that needs to be completed. For example, if a re-assessment is triggered, change the patient's next appointment from a normal visit to a re-assess...

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

I want to download Insights reports in a spreadsheet that's already formatted so I don't have to format the spreadsheet for viewing each time.

I want to upload multiple case notes to a patient at once, such as from a different system.

I want to add tasks from a patient or the case notes section.

When adding a patient to the Waitlist, I want the ability to set the availability as "unknown". Currently - if no available days/times are entered, then the availability appears as "Any day/Any time"; however, this may not be accurate if I have n...

Show me the appointment's location when I'm working on a daily note so I can tell if it needs to be corrected.