Feature Requests

Can we create automations based on client tags? I would like to have specific tasks created based on different insurances. This feature has been suggested before!

Add automation for when specific invoices get paid to get notify certain people. Or add a task when that specific invoice gets paid

Would be nice to put an alert sound or popup on patients that have allergies.

Providers can sign notes without completing the diagnosis. Either the ability to mark the diagnosis as required so it prevents the note from locking or some other way to prevent this from happening.

Vital tracking with customization, goals (customizable, plan tracking (will repeat liver labs in 3 months). It would be nice if AI could mine and funnel these automatically from our notes once we’ve set the goal.

Can you please allow appointments scheduled BEFORE a package is purchased to automatically apply to that package? Currently, new appointments booked after a package purchase can automatically apply to that package. HOWEVER, appointments scheduled before the package was bought won’t automatically apply and have to be manually adjusted. This leads to refunding payments, as my clients often book 3-6 months in advance, then buy 10-pack packages to pay for the appointments as they go.

Have the ability to create rules on questionnaires using the checkboxes, not just the single drop down answer.

an automatically integrated treatment plan that links to progress notes and updates automatically when changes or updates are made to the treatment plan. This would be invaluable to my practice!

Whenever a rule gets "broken" and unlinked, there is nothing that shows that it has been unlinked. You have to click into each rule to make sure it is still linked. It would be helpful if that rule gets highlighted and a lightning bolt exclamation point or something to show that it has been broken and needs to be re-done.