All ideas

When I send an invoice, have the drop-down default to the primary contact and their email address. We usually always send it to the primary contact and it would save some time and clicks if it defaulted to the primary contact.

If the child is seen twice in one day with the same discipline, only have one document created for both appointments.

Allow me to create preset task lists so that I can make sure the right people are completing all the things that need to happen for certain processes (e.g. new patient enrollment, discharge, onboarding a new employee, etc.).

Allow me to set a default password so that I can easily reset a user's account instead of having to send a reset email.

Allow me to run a report that will include all charges and payments filtered by tax ID number.

Add a location filter to the users insight report so that I can report on attendance for each therapist by location.

Update the range of motion (ROM) evaluation sections so that I can comment on more values.

When I pull forward the objective data for my goals, allow me to pull forward the data points and comments separately.

Allow me to change a user's service type even after an appointment has been scheduled.

When I edit a standardized test and the page refreshes, don’t take me back to the top of the list.