All ideas

As an assistant, don't display Evaluations or Re-Assessments from the schedule or docs tab. I don't complete these types of documents and don't need to see them from the left sidebar.

If I see a patient for individual therapy and group therapy on the same day, allow me to complete one document for both sessions.

When editing the goal visibility on an evaluation-type document, if I set the visibility for a long-term goal have the accompanying short-term goals automatically change to the same visibility.

When viewing the list of a patient's appointments or completed documents, show me if the appointment/document was a group session (multi-patient appointment). We need to document how many individual and group sessions a patient attended.

When I apply a patient filter on the calendar, have Fusion automatically take me to the patient's last appointment so that I don't have to search for it.

Allow me to set Outcomes Measures that appear by default in a document, similar to how I can set defaults for Patient History.

Have Fusion automatically generate reports that I need monthly.

On the final document, have the goals be in order by start date so the oldest goals are displayed first in the list.

When printing a claim form with a long payer name, the name overlaps on the second line. Allow me to print the form so the payer name doesn't overlap and can be more easily read.

Allow me to quickly charge a patient's saved credit card with the account balance or a certain amount instead of having to open the dialog and go through all the steps.