All ideas

When conducting a teletherapy session, allow me to mirror the video so my movements and my client's movements look identical.

When opening a message, show the subject at the top of the message. Sometimes therapists put the patient name in the subject, but not in the body, which means I have to close the message in order to view the patient name.

Allow me to add and edit goals from within a daily note, like I can in an evaluation-type document.

Allow me to collect visit signatures for teletherapy sessions.

Allow me to sort or apply filters to my documentation in the Docs tab (e.g. daily notes, progress notes, etc.) so that I can sort or filter the documents by appointment date, patient name, charges submitted, etc.

Add the ability to email or fax multiple completed documents at once.

Allow me to search for a contact using their telephone number.

In a document, don't preview the information that will be pulled forward prior to populating it into the note. Having this preview adds clicks and therefore slows down the documentation process. Once the information is pulled into the document, I'...

Create a solution to handle crossover claims where the secondary remit comes in attached to the primary instance of the claim.