All ideas

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

Instead of revising a document and making changes, allow me to attach an addendum document that allows me to type the changes I'm making.

I want to search for patients by their email address.

When completing an evaluation type document only display the active goals with the option to include archived goals to make it easier to tell which ones are archived and which ones are active.

After opening a patient's invoice, have the back button take me back to the list of invoices. Right now it takes me back to the visits tab and I have to click back into the invoices tab.

Allow me to track different data sets for a single goal. For example, I may have a goal where I'm tracking a percentage, but also an assistance level.

Add the option to to add charts to test in tests and measures.

Allow me to view which patients/caregivers have successfully set-up their account and logged in to the portal as a way to make sure the invitation we sent was successfully received.

I want to be able to finalize a claim from the claim list.

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