Feature Requests

Psychiatry: The EHR needs to have a Summary Tab along the top of each client profile for tracking important things like Medications (current & past), Vitals, Social History, DX, Etc. Right now there is no way to track and monitor vitals, labs, social history...The only useful provider tabs are Diagnosis & Plans. You have to dig through the timeline and read old notes....very bad. I was looking to switch our psychiatry practice over but this just won't work making the providers open up their old notes to keep an eye on these important things. All other EHRs have a summary page for each client that keeps all of this very important information saved for quick access to view historical information. If anyone has suggestions please help me, otherwise I really like PracticeQ. See the picture from CharmEHR, look at all of the different Tabs/options that save all of this very important information.

It would be very convenient to be able to search clients in the client list also by partial name. Sometimes you don't know exactly how to spell the name, so if you start typing the name it should come up already. When you search clients by the calendar it does work. But not by the client list.

A way to physically group different patients into groups. For example, people with a variety of tags may still all funnel into one group.

It would be very helpful if i can send the prefilled form to 2 email address's. For example if i sent the form to mom's email and she says please send it to my husband's email. I would like to klick on "resend" and be able to resend the same form to the dad's email. I know that is not a feature currently but it is very inconvenient to need to re fill a new form and then resend it. Please let me know if this feature can be added. it would help our practice a lot.

We have a role that needs access to all charts (RN). Would like a way to remove her access to certain patients that she may know personally.

Show recently viewed pt by clinician (not practice) to make easier when rescheduling during appt. It is awfully annoying when we need to make sure first and last name is added correctly. See what SimplePractice does this --so much easier.

Sometimes a client will book an appointment in the widget using a different version of their first name than their original client record - "Peg" vs. "Peggy," for example - and when this occurs, a new client record is created for them. I would like to be alerted when an email address for a new client record is already associated with an existing client record, so I can merge the duplicates more easily.

I would like the ability to set a preferred name for a client so that it can be separate from their legal name.

In any field that requires a date, it would be nice to be able to enter the date as MMDDYYYY without having to add the / between month and day and day and year.

I do not understand how this happens, but existing clients are able to make duplicate accounts WAY too easily. PLEASE change this so that existing clients CANNOT create duplicate accounts in the system. It is confusing to them and to me and disruptive to account management. When a client uses the SAME email address as an existing account has, then they should be redirected to that account; why doesn't this happen?