Skip to Main Content
ClinicSource Ideas
ADD A NEW IDEA

All ideas

Showing 111 of 111

Billing- Ability to hide invoices with no outstanding balance

Under the Billing-Invoice tab there should be a way to hide completed invoices like you can hide “submitted invoices”.
Julio Flamini over 2 years ago in Billing 0

time picker, calendar on 15s

We have lots of appts that start on 15, 30, 45 past the hour. it would be great to save keystrokes with the time picker have 15 min intervals and/or the calendar being able to snap to the 15s
Lindsey Cargill about 2 years ago in  0

cancelling appointments

Would like to have patient be able to cancel all appointments in one day if being seen for mulitple therapies, so that each appointment shows patient cancelled. Also would like to add space for patient to indicate "reason for cancelling".
Guest about 2 years ago in Patient Portal 0

Show all clinics

Add a button to be able to select multiple clinics at one time on the visits screen. So that all visit notes for a certian period or therapist show up all on one screen.
Leslie Manthey about 2 years ago in Visits 0

I would like to have my schedule open and be able to work in a document (evaluation, plan or care, etc...) without having toggle between the 2.

People like myself who manage their own schedule and are also practicing therapist would benefit most.
Guest about 2 years ago in Schedule 1

The components panel needs to scroll separately from the documents.

I like the fact that we can add new components into our documents when we are doing documentation. However, I find it frustrating that the components panel scrolls with the document, making it difficult to drag a component to the end of a document.
Guest about 2 years ago in Templates 0

Patient Portal-Signature Feature

Show notification via the green signature pen on the visit screen when caregivers sign SOAP notes via the patient portal. Currently it does not show the green pen and you have to look at each individual note to check.
Nikki Bailey about 2 years ago in Patient Portal 0

allow for 3rd party billing such as to a school district allowing multiple students on invoice

It is useful for billing to school districts. We want an invoice that does not populate to be submitted to insurance. Also to the abiltiy to put multiple students and totals on the invoice and create a total invoice page and then submit itemized p...
Guest about 2 years ago in Billing 0

Select or change eval/care plan/episode for visits/documentation

I want to always associate visits and documentation to the correct certification period/PoC. If a visit is documented accidentally under the wrong PoC I want to be able to change it
Lindsey Cargill about 2 years ago in Visits 0

Ability to Delete Folders Patient by Patient

Some patient's require specific folders while others do not.
Guest about 2 years ago in Accounts 0