All ideas

In addition to being able to view and print receipts from the patient's billing account, allow me to also email receipts to a patient's contact. It would take less time then having to download and attach it to an email.

Allow me to add a note or comment when I'm archiving a goal. Sometimes I archive goals before it's time to write the progress note and having a note about why the goal was archived will allow for better communication between therapists.

On the calendar, I want the ability to click and drag beside an existing appointment so I can schedule another appointment in that same time slot.

When completing an evaluation document, default the "From" date for the Effective Range (Plan of Care) to match the scheduled appointment date.

Let me limit what a portal user can see about the patient in the patient portal.

As an admin, allow me to log in as any user at my clinic or view their accounts as read only so that I can help troubleshoot issues.

Show me a warning that the patient's plan of care has expired before I begin working on a document.

Allow me to split a payment over multiple patient's billing accounts. Sometimes we have siblings and it would be easier if the parent made one payment that we could split, rather than charging the card multiple times.

When viewing a patient's goal from Patient's & Goals, there isn't any identifying information. It's not easy to tell which patient I'm viewing goals for. Add patient information to the goal page such as the patient's name, date of birth, and c...

I want to find the reimbursement rates per therapist or session.