All ideas

It would be great to be able to enter the same note on multiple claim rows/services at a time instead of one by one. We could click the boxes next to each applicable row in the claims screen and then enter one note that would be saved for all sele...

Would it be possible to enable sorting by column header to put each column in order by first to last. or, all similar items together in order? Like all procedure codes would be sorted alphabetically either from A to Z or Z to A with the click of a...

Would it be possible to add a date range to filter the large list of our remittances? Currently we can only see one date at a time. Sometimes we want to see a month's worth or a week's worth of a certain insurance instead of just one date. And als...

It would be great if there could be sub-totals when working thru each client's payments in a remittance. We get paid for numerous dates of service per client per remittance & we have to keep exiting to the claims screen to filter to see the su...

We have a CCPG document that involves the plan for a patient's care. There is a place for everyone to sign, and a place for the therapist to sign and lock the assessment. They are frequently accidentally locked by people just trying to sign them. ...

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 ...

The calendar should stick with your preferences instead of returning to default every time.

services should be able to be added directly from client page

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

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...