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Allow admin/non-prescribers quicker access to e-Prescribe

As someone who registered as an admin for e-prescribe without prescribing, allow me quicker access to the e-prescribe platform. Right now I have to go into a client's chart and manage their medications to open e-prescribe.

Guest about 1 year ago in E-Prescribe 1 Future consideration

2 VOTE

Quick filters for daily billing report

Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.

Guest over 2 years ago in Reporting 1 Future consideration

2 VOTE

Put cursor in client's name field when viewing details

When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.

Guest over 2 years ago in Clients & Groups 1 Future consideration

3 VOTE

Exclude insurance amount from invoices

Allow me to exclude the insurance amount from invoices like I can with statements.

Guest over 3 years ago in Billing & Payments 0 Future consideration

3 VOTE

Edit staff member on event-type appointments

When creating an event on the calendar and selecting the staff member, I am unable to change the staff after I've saved the event. Allow me to edit the event and change the staff member.

Guest over 3 years ago in Calendar & Scheduling 2 Future consideration

5 VOTE

View payment number from payment history

Allow me to view the payment number from the Payment History tab of a client's ledger.

Guest almost 6 years ago in Billing & Payments 1 Future consideration

2 VOTE

Automatically approve client appointment requests

If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.

Guest over 2 years ago in Appointments & Scheduling 3 Future consideration

2 VOTE

Change warning about invoice balance when processing ERAs

Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.

Guest over 2 years ago in Billing & Payments 1 Future consideration

2 VOTE

Email client when credit card charge is voided

Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.

Guest over 2 years ago in Billing & Payments 1 Future consideration

2 VOTE

Drag and drop files from other sources into client's documents

When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.

Guest over 2 years ago in Clients & Groups 2 Future consideration

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