Feature Requests

Going to another source to verify benefits takes time. The Client's insurance information, date of birth, etc. is already in IQ/PQ. When we verify benefits on another platform we have to enter all the Client's information manually. Other EHRs have this as a 1-click workflow. Being able to verify benefits is crucial for medical practices. Let's make this process easier (:

Problem: Mental health clinicians frequently fail audits not because of poor care, but due to documentation gaps, coding errors, or compliance oversights. Common issues include incomplete notes, missing treatment plans, failure to demonstrate medical necessity, incorrect CPT coding, outdated or unsigned treatment plans, missing consents, and untimely documentation. These errors create financial risk, reputational damage, and clinician stress. Proposed Solution: Build an AI-powered Compliance Co-Pilot within the EMR to proactively catch and correct issues before audits occur. This system would serve as a real-time assistant, helping clinicians and administrators maintain audit readiness with minimal extra work. Core Features: Real-Time Documentation Feedback * AI flags incomplete or non-clinical notes * Prompts for stronger medical necessity language Audit-Readiness Checker * Runs an automated compliance checklist before claims submission * Alerts for missing treatment plans, unsigned forms, or overdue updates Smart Coding Assistance * Recommends CPT codes based on session content and time * Warns if high-risk codes (e.g., 90837) lack proper justification Treatment Plan Automation * Automated reminders for 90-day (or payer-specific) updates * AI suggests measurable, updated goals from prior progress notes Consent and Compliance Safeguards * Ensures all required consents and HIPAA documents are signed before billing * Blocks claim submission until compliance criteria are met Timeliness Monitoring * Alerts if notes are not signed within 24–48 hours * Auto-saves in-session notes to reduce backdating risks Outcome Measure Integration * Prompts clinicians to administer required scales (PHQ-9, GAD-7, etc.) * Auto-scores and graphs results to demonstrate progress Value to Users: * Clinicians spend less time worrying about audits and more time focusing on client care * Practice owners reduce risk of denied claims, recoupments, or failed audits * Payers and regulators gain confidence in data accuracy and medical necessity Impact: This feature would transform the EMR into an audit-proofing partner, lowering compliance risks, improving revenue integrity, and reducing clinician burnout.

if people are using an ipad or iphone, allow camera access to scan insurance cards. uploading is not good enough

We have patients that see us for the insurance allotted visits and then go self pay. The following year when they have more visits through insurance and we set them back to insurance patients, all the self pay visits populate as available visits to create a claim. If we could set a filter to default only show the insurance appt types and not our self pay appts it would fix the problem.

When filtering the payment tab by client or claim #, I would like to ONLY see the specific claims, not the entire payment showing all the other clients and claims

Have the ability to store and then populate the NDC codes to easily populate onto the claim forms rather than having to manually populate the field on each claim/line item

My practice needs clearinghouse integration for insurance billing

All the cool kids are getting this software. Can we? Who wants to be on the phone for 20 mins to verify insurance benefits

Availity clearinghouse requires third-party software (practice management or revenue cycle management system) capable of generating ANSI X12 batch files. In order to process claims without an integration, I need to generate these files.

Some services, like promptly, Alma, Headway, will verify that the client is in-network and inform the client what, if any, co-pay will be due at their appointment. Can we get a feature like this?