Configuration

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.

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

The banners that pop up that something has been saved or failed to be saved has timers that are way to long and the banners are in a very inconvenient location on the screen causing me to have stop the train of thought or action I was doing to "x"...

I do not like the "timeline" format. Would prefer to have our "own caseload screen".

Recurring Capabilities Recurring capabilities are similar to the scheduling capabilities when scheduling clients. For example, this will help those with alternating schedules every other week, without having to manage each week individually in th...