All ideas

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.

Allow me to customize the due date field on invoices so that I can put text in there instead of an actual date (e.g. "Due upon receipt").

When adding a new patient, also include and require us to input the patient's date of birth and gender. This information is required for claims and we want to make sure we are capturing this and adding it to the patient's information so that we do...

Since there are documents that show up in the In Progress tab and other tabs, it can be confusing to find what I need. I don't need the document to be in both places. Remove the In Progress tab so I know that the document is only in one place.

Make the goal graphs larger. If there is a lot of data, the dates at the bottom can start to run together making it more difficult to read.

In evaluation-type documents under Clinical Impressions, change the section titled "Patient Education" to "Patient/Family Education". Many times we are also educating the family.