1. Provider App

It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children

It would be really nice and convenient if we had an option to send custom forms we create directly to clients which require it. There are certain forms that just wouldn't make sense for me to add to the intake without making it too long or irrelev...

Currently a service code that has a modifier shows up on the invoice screen without the modifier. Only the actual service code is in the "blue" description field. We need to see the modifier on that screen when it exists.

On the progress note, add a field for Progress that allows me to indicate if the client is or is not making progress.

When checking out clients, we don't always go to the ledger, and if there is an outstanding balance on their account, there is no way to see it on dashboard or calendar to remind us! What if they don't have a copay so they dont normally pay but th...

Allow staff members to set their time zone preferences for their calendar. We have staff members that operate under a different time zone than the organization.

Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.

When I save a progress note it gets sent to my supervisor for approval. Allow me to save a draft of the note so that I can continue editing it before it gets sent to my supervisor.

On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total. My favorite update you did recently was adding the DOB and insurance info on the left under client name. TH...

Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.