All ideas

Currently when adding clients to the Individual Client Exclusion list, the Emergency Access feature does not activate. Thus, in an emergency situation, staff cannot "break the glass" and access those clients. That feature only activates when using...

We would like to request a feature update or configuration change that enables the initial signature link to be resent to clients automatically every 24 hours until it expires. This will help ensure we collect necessary signatures as quickly as po...

When searching for clients, it would be ideal that their preferred name appear when searching rather than their legal name. Currently when searching it puts preferred name below their legal name which is easily missed by staff, and places certain ...

A check in screen built into when opening an event to be converted to a service when it is mapping to a billable service that requires users to go through the check in process being built into the application would be useful. The following workflo...

On the Client Account tab, it would be helpful to see the Notes on the screen without having to click into each payment individually to read the notes on that payment.

We would like to have the staff name as a token on SMS messages

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"...

Introduce logic to cross-reference incoming 835 files for previously processed combinations of ISA13 and ST02. If a match is found, flag the file as a potential duplicate and prevent import, or generate a warning for user review. This enhancement ...

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

Is it possible to also add the diagnosis from the service to the CSV file? Sometimes I see claim denials when the diagnosis code is a Z diagnosis code. If the diagnosis could be added to the CSV this would allow me to audit for any Z diagnosis cod...