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ClinicSource Ideas
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ClinicSource

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Ability to invite other clinicians to appointment

We need the ability to add multiple clinicians to one appointment - like a staff meeting or supervision. Having to add one meeting on 12+ clinicians calendar is really inconvenient and time consuming.
Guest almost 2 years ago in Schedule 0 Future consideration

Reports - Generate Report for Claim Denials

There is currently no way to generate a report to identify most common claim denials. This would be beneficial to determine most common denials and allow clinics to determine what in house processes need to happen to reduce these denials
Alyssa Carr almost 2 years ago in Reports 0 Future consideration

COPY feature for new patients- when there are twins!

It would be so helpful to have a COPY feature in the Patient tab when there are twins, siblings, etc. Just COPY all and then you don't have to re-add everything in again, just change the DOB. HUGE time saver!
Guest almost 2 years ago in Patient Portal 2 Future consideration

Error when adding a duplicate patient

Would love to see an error populate when adding a new patient that already exists in CS, also with the error showing what facility the active file is in.
Julio Flamini almost 2 years ago in Patient Portal 1 Future consideration

Patient Portal- Direct messages with patients

Please add a messaging system through the patient portal
Julio Flamini about 2 years ago in Patient Portal 0 Future consideration

Patients need to be able to upload insurance cards

We need copies to verify insurance
Guest almost 2 years ago in Patient Portal 2 Future consideration

cosignature notifications

COTA/PTA should have a built-in way to assign or notify a supervisor when they have a note to be cosigned.
Lindsey Cargill almost 2 years ago in Documentation 0 Future consideration

Searching by Date of birth

We think it would be amazing to be able to search by Date of birth rather than just the name of the child when looking up a patient chart
Madeleine Hugershoff almost 2 years ago in Patients 0 Future consideration

Reports - Have the ability to select our own criteria for a report

On the reporting screen, provide the option to create our own custom reports by selecting our own criteria (reportable fields listed) and saving these reports to reuse.
Susan Hunter almost 2 years ago in Reports 1 Future consideration

Billing- add a Prior Authorization column to the Invoices page

There needs to be a PAR column like the one that appears in the patient tab added to the billing-treatment tab. This is very important because we cannot submit a claim to EDI until the PAR is approved.
Julio Flamini about 2 years ago in Billing 0 Future consideration