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ClinicSource Ideas
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Consent Form tracking

Track missing consent forms
Guest over 1 year ago in Reports 0

No authorization in place alert

It would be beneficial for a warning to replace any authorization alert after its expired on each new visit. I train my providers to look at each visit they open and if there's an authorization alert, they can see the child. The problem is if the ...
Guest 8 months ago in Visits 1

Enhance Private Pay Billing

Add an easy way to bill a patient privately (when the patient does have an active insurer), so there is no way to accidentally submit a private pay service to an insurer.
Julio Flamini over 1 year ago in Billing 1

SOAP Note - View multiple SOAP notes at one time

Provide the ability to view multiple SOAP notes on one screen. This would permit the Therapist to easily compare SOAP notes.
Susan Hunter over 1 year ago in Documentation 0

Multiple Patient Responsibility Lines

We use OfficeAlly for our clearinghouse. When the file comes into ClinicSource and auto-applied in the system, it cannot read more than one patient responsibility line. When a patient has the remainder of a deductible and part co-insurance or copa...
Alyssa Carr over 1 year ago in Payments 0

be able to use Clinic Source as a clearing house without having to use the billing services

I have an amazing billing person and I would be okay to pay a nominal fee for her to submit through CS. I do not need the whole billing team with CS, but it would be nice to streamline this process for her and to have it all in one place.
Guest over 1 year ago in Billing 1

Send Out Automatic Reminders for Incomplete Dispatched Patient Forms in Portal

We often dispatch forms such as releases of information, or intake paperwork through the portal for the clients to complete. It would be good if there was an automatic reminder message that went out to them if they haven't completed it in a week, ...
Vikki Shchepetyeva about 1 year ago in Patient Portal 0

Remaining visits/auths visible by scrolling over pt appt on schedule

We usually need to go into a visit/previous visit, or go into the Patients tab and scroll to the insurance information and open it to see when the auth ends or how many visits are remaining. Would be nice to have this just show up when you hover o...
Sarah Gingrich over 1 year ago in Schedule 1

To prohibit clinician from signing note and having stamp date and time with future date

Preventing clinician signing off a note with future date To prevent clinicians doing something that can be misunderstood as fraud.
Guest over 1 year ago in Documentation 1

Plan of care expiration and visits attaching to wrong care plan

Preventing the clinician from continue to see a client once the POC expires. I would be a great feature to give the ability to the clinician to see the plan of care date span the note is attached to from the visit entry screen?
Guest over 1 year ago in Visits 0