All ideas

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.

I want to include therapy frequency/duration within in a daily note.

I want to view the patient's diagnosis when hovering over their appointment on the calendar.

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

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

Move the Messages to its own tab instead of the icon in the top right.

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.