All ideas

I want to search for patients by their email address.

Add 30, 60, and 90 day aging to statements and invoices so patients can see how old their balance is.

Allow me to choose which sections from the primary document will appear on the plan of care.

Display the payer on the patient's appointment hover. We have some payers that require the patient to be seen by a specific certified therapist and this would save us time from having to open the patient's information.

When adding goals to a patient, allow me to pull up the goals in the goal bank and select the ones I want to add for that patient.

Allow the patient or caregiver to sign in when they use the check-in kiosk. We need to have a signature on file when the patient checks-in so we can verify with insurance that they attended the session.

I want to search for portal users by their email address from the Admin tab → Advanced Setup → Portal Users section.

As an admin, allow me to edit documentation and change things that I see wrong instead of having to send it back to the therapist.

When viewing the patient list in the Admin tab, I want to sort or filter the list by an assigned primary therapist.

I want to send the client money through Fusion to refund an amount they paid to us outside of Fusion.