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
over 1 year ago
in Reports
1
Future consideration
Have a feature that would prevent visits from being scheduled or visit notes from being generated if authorizations required or billing issue are is identified.
Our clinic provides in-home services, and navigating the full desktop site on a tablet or phone is difficult to say the least. As it stands right now, you can't even click into the text box to add notes to a visit on the schedule page (e.g., for a...
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
over 1 year ago
in Billing
0
Future consideration
To be clearer when a claim needs to go or is going to a 2ndary insurance.
When a primary pays on a claim and the patient has a 2ndary insurance policy. Its not a straightforward processing sending the claim to the 2ndary and it creates confusion and error messages.
Our company tracks the reasons families give for canceling therapy sessions so that we can uphold our attendance policy for recurring weekly appointments. When they call our office to cancel, we take note of the reason. However, when we use the Cl...
Eliminate pop-up window for "Copy from Previous Note"
When writing a soap note, there is a button for each section of the note to "copy from previous note," that results in an unnecessary and time-consuming pop-up window to confirm this action. Just do it, please. This only applies to the new Clinic ...
Meredith Broughton
over 1 year ago
in Documentation
0
It would be a lot easier sometimes if we could look up patients info by DOB or Phone Number. That way if parents call you can just put in the phone number and have it up already before answering the phone and all you have to do is confirm DOB. 95%...
Guest
over 1 year ago
in Patients
0
Future consideration
0
0
Future consideration
