All ideas

In versions 3.69+ with the new feature of claims being added to the account tab of a client chart, the system does not acknowledge/respect permissions from user groups for those who should have access to claims, and for those that should not. For ...

Right now, our staff are hitting a barrier/bottleneck with the forms sending functionality. Currently, sending documents in Echo must be sent all in one link. Is it possible to be able to send documents out separately to the same/different individ...

No phone numbers on calendar that can be seen without opening the file and going into the file.

services should be able to be added directly from client page

We would like to be able to see if a client is discharged while in the search list.

After the appt is set, allow the option for it to be changed to reoccurring if that was not done initially instead of having to redo appt all together.

When searching for clients to have a list of recent clients opened

The scheduler is less than useful - it needs more colors and needs a way to lock in preferences like full screen.

The main screen is too busy. I don't want to see the client list 24/7.

Users are seeing denials due to an invalid MSP code based on the feedback provided by Medicare. We are looking for a way to have a specific code inserted in 2300 SBR05 instead of the code 47 we are sending by default when Medicare is the secondary...