All ideas

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

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

We would like the client to confirm or request contact regarding an upcoming appointment.

When an address is entered, it would be nice if it synced up with the USPS for verification. If it cannot be done live, if there is the ability to push an unverified address through a job to verify against the USPS, and then populate an alert or g...

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

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

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.

Add a configuration option that allows users to select which fields are shown or hidden in the Client List. This customization would help them streamline the interface to better fit the way they work. Benefits: Allows each organization to tailor t...

Having the option to view client detail list alphabetically- vs -Im not sure what you use...

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...