Feature Requests

There should be a way to run a report with a list of clients who had an appointment but dont have a follow-up scheduled so that practioners can follow-up with clients who have dropped off

the search in the client's list does not work for phone numbers even though it says it does. I will enter a client's exact phone number in the correct format of 5555555555 and it says no results found.

Please provide an option for us to enter client's "preferred" name with settings to specify when/where the client's preferred name vs. legal name is the default name used (e.g., preferred name in appointment reminders, legal name on claims).

A waitlist that can be categorized into current clients vs potential or maybe by service

Hello, it would be AMAZING to have a waitlist for potential clients!! Simple Practice has this and I definitely think it would be really helpful.

Please provide an easier way to link a mother and a baby for lactation consultants. We see them simultaneously but sometimes bill insurance for each of them. The current process to link a mother and a baby while copying the information from one chart to another is tedious. If there is an easier way to do this, I'd love to know!

Diagnosis

A "next week" option on the choice of time range for selection of roster lists in the Booking>List screen would be VERY helpful.

We need ways to quickly see important patient information. For example, allergies, contraindications, orders, etc. The "pinned notes" section is where this info, in theory, should be. However, if you want information transferred from intake forms to follow up notes, ALL of that information is stored in the "pinned notes" section of a patient profile. For example, we ask for medical history in an intake and want that same info to pull through to our practitioner's SOAP note. "Pinning" that question works great to pull information, but we don't need that in the "pinned notes" section of a client profile. Our nursing team now has to scroll through too much information in order to find the doctor or NP's "orders" or see the patient's allergies and contraindications. This issue can be solved by either 1. Adding the ability to transfer information from intakes to notes without "pinning" them in the "pinned notes" section or 2. Allow the ability to "hide" questions that have been "pinned" to the "pinned notes" section.

I lost the add new patient to eprescribe and was not able to prescribe for my new intake.