All ideas

Allow me to access all documentation for all of my patients in one place. We review/audit hundreds of notes daily and it would be easier to do this in one place rather than opening each patient individually.

Allow me the option to display a qualifier or some notes on or underneath the graph. For example, sometimes when I am recording goal data I may see how well that patient does without supports. I want to record the data point on the graph and track...

Don't remove the charge from the patient's billing account when a claim is created. My patients pay upfront before the EOB is processed and I want to be able to invoice for the services even if insurance has not processed the claim yet.

When we add a new patient to our clinic, we are able to create goals from the patient information screen before we schedule them for an appointment. However, we are unable to edit them. Allow me to add and edit goals for a patient even before thei...

Please add two fields labeled Last Audiological assessment and Last Vision assessment. We would like to see this information at a glance within the patient dialog.

Include a preview of which activities are going to pull forward and a checkbox next to each so that I can select which ones pull forward. I may repeat one or two activities but not all.

Allow me to reassign goals to another patient. This would be helpful when we have the issue where a therapist accidentally creates goals in another patient's goal area. To correct it, you have to delete all goals and re-create all goals under the ...

When running claims reports, allow me to include additional information such as the insurance reference number and modifiers.

Allow me to access or view a patient's billing account when viewing an invoice from the Billing tab → Accounts → Invoices.

When sending a document that has attachments, allow me to choose which attachments I want to send with the document. Right now it's either all or nothing.