Feature Requests

I'd like to search clients by their location (city and zip code)-so we can generate reports based on their location

It would be very helpful to have the income report show revenue by location.

Authorizations are time based (total hours) and session times vary. This means that hours must be tracked manually. Please give an option to input units for scheduled sessions to allow automated countdowns for accurate reports.

I’m a user relying heavily on your treatment notes for detailed medical documentation, and I have a couple of feature requests that would make the PDF output significantly more usable for clinicians: A “compact notes PDF” option that tightens vertical spacing between paragraphs for long narrative sections (e.g., HPI, Physical Exam, Plan) so more content fits on each page. A setting to keep section headers with the following paragraph to avoid headers being orphaned at the bottom of a page. (If feasible) A way to define a custom PDF template (header/footer, logo, page number) and map note content into it.

When we pull CPT/claim-wise reports from Lists → Claims, there isn’t a column that shows the outstanding balance for each CPT or claim. Would it be possible to add an outstanding balance column to that report? Thank you!

Be able to pull a report to see how many referrals came from each referring provider

The "Total Time Booked" widget that is in the practitioner dashboard is great, but only provides data for limited time periods (this week, last week, this month, last month). Could this be incorporated in to the Appointments Report? This is much more useful to us than the number of appointments in a given time period since appointment times vary.

currently patients are only searchable by name, ID, and phone number. Please make accessible to search by date of bearch

In the reports sections we should be able to pull how many sessions are left on anyone we have set a session tracker for. This would help us to understand where we are with appointments.