When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest
over 7 years ago
in Notes & Cases
5
Future consideration
Set different times for each type of appointment reminder
Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.
Bulk apply write-offs to invoices when processing ERA payments
When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
It would be helpful to be able to Reschedule a Telehealth session if a client asks for a different day or time. At present it seems that you can only cancel or move the appointment but I like to track rescheduling of appointments too.