All ideas

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.

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

I want to add short-term goals without having to associate them with a long-term goal.

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.

I want to see the name of the primary payer displayed when viewing a patient's billing account.

When I choose my goal data type to be "Other", the text field only allows me to type in three letters for the measurement. Increase the character limit to allow me to type more information in this field.

I want to be able to opt out of group messages I've been added to.

When viewing a patient's list of Completed Documents, I want a search bar to type in what document I am looking for.

Allow me to record the length of the sessions I recommend under the Frequency/Duration section for evaluation-type documents. For example, I may want to indicate that the child is going to be seen 2x/week for 45-minute sessions.

Show more detail on the Adjustments report in Insights to include things like which adjustments are from insurance, which adjustments are entered manually, and the adjustment codes.