All ideas

Allow me to sort the invoice line items by patient name instead of date of service. We create invoices that include multiple patients and it would be easier if it was grouped by name.

Tell therapists to change the billing codes on a daily note when it's associated with an evaluation appointment.

In the Docs tab when entering goal data using the Enter Data icon under the goal, show me what goal I'm entering data for. When the dialog box opens, the goal isn't displayed and if I walk away and come back, I can see what goal I'm entering data ...

If I change the payer information in a patient's information, automatically update all of the claims to the new payer.

Change the format of receipts back to the table, like it was in old Fusion. It is much easier to read with how the information is presented in the old format and it looks more professional.

Let me share only a specific tab or window in teletherapy so the participants can't see anything else I bring up on my screen.

In Insights, have an option to filter claims based on remit date in the custom claims report.

For evaluation-type documents, allow me to customize the section names that appear under Clinical Impressions. I may want to use other headers than what is currently available.

Allow me to run a report that will show the total account balance of only patients that are private pay.

When viewing the patient's appointment list from the patient information screen, provide a confirmation message when I change the status of an appointment. The status can be changed too easily when scrolling through the list.