All ideas

When checking in a group appointment, allow me to check-in multiple clients at once or keep the appointment hover visible. The hover disappears after I check-in one client so I have to keep hovering over to check-in every single client.

Allow me to print statements for multiple clients at once.

Allow me to include the patient's next assessment date when running the authorizations insight report so that I can make sure the authorization covers the next assessment.

Allow me to download the Transactions insight in a QBO format as that's the only format my version of QuickBooks will accept.

Make it easier to handle combined payments when a payer pays some amount on a claim and then comes back to pay more.

When creating a claims insight report, allow me to run the report to include multiple claim statuses. Right now I can only pick one.

When running an insight report, allow me to compare the data to another timeframe for the same report. For example, I may want to compare appointment totals from this week to last week.

When pulling forward activities on a daily note, allow me to specify the time frame I want to pull the activities from. For example, I may want to pull forward all activities that have been on daily notes since the last evaluation-type document.

I want to report on a user's duration in appointments based on the difference between the Time In and Time Out fields on the documents.

For each payer, allow me to add a plan of care effective range so that I can pull over the date range in evaluation-type documents more easily.