ClinicSource Ideas
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Create Tags

I would like the ability to create tags of different colors so that certain issues can be brought to the attention of billing and /or therapists. Tags such as "Needs attention", "IEP Student", "Authorization Issue", "Missing Consent", "Needs signa...
Stephanie Wick almost 2 years ago in Other 3 Future consideration

Flag Therapists unsigned notes/due dates

I would like there to be something that will flag therapists when notes are not signed; that can not go away until they are signed. It would also be nice to to flag the patient's chart when they are due for a re-evaluation so the therapist can not...
Julia Roberts almost 2 years ago in Documentation 4 Future consideration

ClinicSource app

It would be nice to have an app through the app store for therapists on the go. We could use our phones during the session. Currently i complete session on paper then complete notes online. If i could use an app when on the go, the note would uplo...
Marie Rogers-Ward almost 2 years ago in Visits 5 Future consideration

Link for Parents to Pay via Credit Card

It would be beneficial if there was a way to provide parents/payers with a link which they could assess and input their credit card information/make a payment.
Guest almost 2 years ago in Payments 2 Future consideration

Cancel all appopintment button

I think there should be a cancel all appointment button on a specific day. This would allow for you to click that button and clinicsource would cancel all appointments for that given day. It would save alot of time for the days that the office is ...
courtney mutchler almost 2 years ago in Schedule 0 Future consideration

Customize reminder message

It would be very helpful to be able to customize a reminder message to add in COVID guidelines or clinic closures for a mass text.
Guest almost 2 years ago in Reminders 4 Planned

Attendance Statuses

We have custom attendance statuses for our clinic to be able to determine appointments cancelled by a patient (and whether they gave notice in advance or last minute) vs. an appointment cancelled by us due to a sick provider, holiday closure, etc....
Alyssa Carr almost 2 years ago in Schedule 4 Future consideration

Email receipts from the patient payments screen

The ability to email a receipt to the patient from the patient’s payment screen.
Denell Dickinson almost 2 years ago in Payments 1 Future consideration

Patient Portal- Required Fields

When dispatching documents through the Patient Portal, we would like the ability to mark specific fields as required. This will prevent patients from signing/submitting incomplete documents.
Julio Flamini about 2 years ago in Documentation / Patient Portal / Templates 1 Future consideration

Patient amount due on patient home screen

It would be helpful if we could call up a patient and see their balance due on the first screen.
Guest almost 2 years ago in Payments 0 Future consideration