All ideas

I want to check in other events / meetings.

I want the ability to select additional payer types when adding or editing a payer that match the types listed in box 1 of the CMS 1500 form. Currently, I am only able to choose one of the following: Insurance, Medicare, Medicaid, and Private Pay....

Add a checkbox column in Document Reminders so that I can check off a box to mark it as scheduled. I look at this list and I'm not sure if it's already been scheduled or not.

Most of my quick phrase include placeholders (or blanks) for me to remember to fill in certain pieces of information. An example may be, " *** will complete *** out of *** jumping jacks with *** coordination". When I insert this quick phrase into ...

When viewing the list of document reminders, display the primary therapist's name so that we don't have to search to see who the therapist is.

I want to search for patients by their physician.

When parents or caregivers view the list of upcoming appointments on the patient portal, I want them to see the scheduled location for the appointment so they know whether it is a teletherapy session or in-person session.

I want to see a claim's status when viewing the list of claims from a billing account.

Charge patient payment processing fees

Include the therapist's name in appointment reminders.