Feature Requests

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?

I would like to have a box where we can add the name the patients go by. I have a client that goes by her middle name instead of her first name.

When you open a chart, a sticky note "pops up" as a quick alert or notification for the provider to know immediately in case there is a concern.

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 to bulk send a form in the portal. Example at the end of the year I need to send out a form asking for clients to update their insurance information and would like to include the form in the message.

much like you can filter your services on the booking calendar, we have clients with medication management and therapy and all notes and appts on the timeline are the same color, gets very confusing when you book therapy appts out months in advance

I would like the option to selectively hide items, beyond the major categories, in the patient Timeline that I consider less important, to make viewing of the very valuable timeline less cumbersome; for example staff communications about a patient are kept there to log communications as a Note, but I don't need to see them for clinical care.

Please add a suffix section in the patient's profile. We have it in our intake forms and reports/notes, but there is no where for it in the patient's profile. When a patient adds their suffix, Jr. for example, it runs together with their first name (JOHN JR., SMITH). We would like the suffix to be in it's on field because of how the notes/reports are structured.

we often need to run information based on insurance. please add an insurance column.