All ideas

Allow me to filter the Charges report by the charge submission date so that I can see the charges that were submitted within a certain date range.

Allow me to modify the patient's ICD 10 codes from a document and have that change apply to their patient profile.

If I've created a group on the calendar, allow me to share that group with other users so we all don't have to recreate the group.

Allow me to use a different payment processing vendor for the patient portal.

When viewing the billing accounts from the billing tab, display all accounts even those with a $0.00 balance.

Allow me to select which patient history sections or evaluation sections I want to pull forward. Right now it pulls forward all of them.

Allow me to download invoices to Excel.

If future appointments in a series are canceled and I change the series, keep them as canceled. Right now they become un-canceled.

Separate the billing accounts for active patients and inactive patients so they aren't all mixed together.

When completing an OT evaluation, have a place that allows me to identify the complexity level. We have to document this in our evaluations and it would easier if there was a predefined place.