All ideas

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.

When there is a pair or group of kids scheduled into one time slot, clarify the visit status for each patient. When it stays blue, no one knows that spot could be open unless they hover over it.

As an admin, let me determine who will receive charge update messages. For example, it would be good to limit these by the patient's location or the recipient's therapy type.

Auto-save my password in the password field for signing off on notes or when I get locked out, so I don't have to spend so much time typing it in every time.

Allow me to view a summary of the patient's information so that I can view only the pieces of information that I have filled out, rather than all the empty fields as well.

Allow admins to set options for advanced goal mastery at the clinic level to decrease the amount of effort it takes to set this up.

Allow me to open a list of activities and select the ones I want to insert into my daily note. It takes less time to check-off the ones I want than to search for and add them individually.

When manually entering a remit, have the newest added claims appear at the top of the list so I don't have to scroll down to find it and enter amounts.