All ideas

If I charge a card and then later process a refund for the same card, post it as one transaction into my bank account. For example, if I charge a card for $500 and then when insurance settles I have to refund $100, post it as one net $400 rather...

As a user with centralized billing, keep the charges as a drop-down on the left sidebar instead of opening up to a full page.

When completing an evaluation-type document and choosing the goal time frame, the "Last Assessment" option is confusing because I'm not sure what documents are "assessments." Make this label clearer so I know if it's referring to just re-assessmen...

Display the goal target when printing goals. It's hard to tell where the green target line is so having the target displayed (written) would be helpful if we give a copy of the goals to patients/caregivers.

When running the Account Payments and Credits report in old Fusion (from the Admin tab), each date was listed one time and the total for each date was listed. Have the report format the same way in the update.

Allow me to type in one letter in the patient search bar and only have patient first names that begin with that letter be displayed. Right now it displays every name that contains that letter, but I only want to view the first names that begin wit...

If I open a document but don't add any content, don't change the status of the document to "Draft". It makes me think that I've actually started the document when I really haven't.

From the Admin tab, allow me to print the list of standardized tests that are available at our clinic. I like to give a list to new therapists so they know what's available.

Allow me to preview the previous content before pulling it forward into my document.

When I need to re-order people in my group, the scrolling mechanism scrolls too fast for me to easily place someone in a different position. Please slow down the scrolling so it's easier to re-order.