All ideas

Allow me to copy an appointment and paste it to a new timeslot. For canceled appointments that are re-scheduled, it would be easier to just copy and paste it to a new date and time.

On the appointment block, show me if I have checked the patient out even if I only applied a one-time account payment. If I'm not sure if it's been checked out I have to go over the billing account to double check and that takes too much time.

Allow me to run an insight report on documents that have been completed within a specific timeframe that includes the primary therapist and co-signer. We send all assessments to doctors and want to just be able to go through a list of documents th...

Let me filter or search in a billing account's statement.

Allow me to sign-off on multiple notes at once so that I don't have to open each document individually.

When I create an insight report and apply filters or a specific date range, show me that information when I am viewing the report.

If I apply filters to the claim list, don't remove them after I delete a claim because I don't want to have to reapply them.

Allow me to add a new user to my clinic without being charged for them yet. For example, if we've hired a new therapist, we want to be able to set up their schedule prior to them starting.

If I have tasks that have a due date, make the reminder more visible rather than just a number count in my left sidebar.

Allow me to grant some users limited access to the billing tab so that they can view and manage patient billing accounts without having access to claims.