Feature Requests

Please have both the patient's name and date of birth visible at the top of every screen in the chart, including the prescription module.

Having the opportunity to integrate with Buy Now Pay Later or some type of financial help for patients to acquire monthly payments for their appointments would greatly increase our bottom line.

It would nice for private messages from client to practitioner be seen by the practitioner only and then they can assign it to staff if needed. Having notes from client open and being responded to by staff straight may impact client's privacy and trust in practitioner.

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

Other EMR's offer this option - we need it! We need to keep couple files separate from Individual files & notes (for legal reasons), and we need the ability to set up a minor profile & assign a minor different paperwork than a regular/adult new client. See a great example here: https://support.simplepractice.com/hc/en-us/articles/360038903432-Enhanced-Client-Management-for-Couples

We have an elderly client who keeps accidentally trying to cancel his appointments online (we think he is just looking at them and clicking "cancel" to close out of the window). It would be great if there was a way to revoke a single client's ability to cancel their own appointments!

I would like to have the option to give some practitioners the same permissions that an assistant has. We have some practitioners that serve dual roles but have to have 2 seperate accounts for the permissions. Please add the assistant permissions to the practioners role also.

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?

Instead of having to export client list, then separate the month, it would be so helpful to pull a list of patients based on birthday month to celebrate them.

There should be a way for us as an agency to reset passwords for clients. Our clients get locked out and then do the forgot password but never get the email to reset. We have to contact IntakQ and they try to send the reset email and sometimes that still doesnt work. We should be able to rest it or give them a temp pw to let them in and then change the password.