All ideas

Add drop down categories to the Findings/Performance Skills and Functional Measures/Areas of Occupation evaluation areas. When adding a section to one of these areas, viewing the list can get confusing because I'm first drawn to the category name ...

When scrolling through the list of Home Activities to link in the daily note, show me which ones I've already linked to the patient. When kids see multiple therapists it can be hard to know what has already been given and sometimes I forget which ...

In Insights, have an option to include claim notes when building a claims report in the custom reports.

Add the patient's phone number and email address to the evaluation document. If the patient gets referred out, having the phone number and email address would help our clinic and physicians in communication with those patients.

Allow me to click on the adjustment code and continue to see the description of a specific reason code (not just the number) after an adjudication is finalized.

When I apply a group, allow it to override any user filters I have already applied on my schedule. Right now, I have to clear my user filters in order to apply a group.

When selecting multiple documents to print from the patient's documentation center, allow me the option to preview/view the documents prior to downloading.

Allow me to run a report that shows me the minimum number of clients I'm expected to see in an hour and a maximum number of clients I'm expected to see in an hour for budgeting purposes.

Allow me to view at my clinic has pinned an insight report. I can't delete a report if another user has pinned the report to their dashboard and there isn't an easy way for me to see who has pinned it.

Allow me to edit the previous content before pulling it forward into my note.