Feature Requests

It would be great if after the pt is seen and the note is finished the calendar reflected this. Throughout the day I try and finish my charts. Sometimes I do and sometimes I don't have time and need to go back. I have to spend extra time at the end of the day reopening the session note on each pt to be sure it's finished. Once the note is signed and locked the color should be muted or whatever so it's easy to see which charts are finished and will stand out in the calendar if they still need to be signed. Thank you

Alerts that pop up when a patient file is opened to remind staff or providers of things that need their attention. Feature should allow the alert to be assigned to assistants or providers depending on the alert and have the ability to remove once addressed.

Very frequently people can't find the email or text with link to forms. So they do not do them. I don't think that there is a way for them to see them listed on portal and be able to click on them to complete. If so, please let me know! But if not, this will be a great feature to add and save a lot of time and resending of forms not completed. Thank you, C

We'd like clients to be able to choose to receive reminders by email AND SMS, not just one or the other.

More colors needed for different services. We are using them all and need more options please.

Please implement a way to include a % surcharge on all credit card payments (excluding debit, HSA, and FSA cards). We’d like this to apply automatically in IntakeQ when clients choose credit card payment, while leaving ACH payments with no fee.

I really need there to be an option to change my availability starting on a specific future date. My schedule changes periodically and I book my appointments three months out, there is no way to change my availability without impacting it immediately. This is a pretty standard scheduling feature in most EHR systems - I just assumed PracticeQ would have it too. Please work on this asap or I will need to change systems!

Would be very helpful to be able to rearrange order of tabs in client profile (so that more used tabs are more easily accessed)