Feature Requests

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

Requesting last and next sessions be included in 'Export search results' function in the client list tool. Current export does not include these 2 columns

We are in need of the ability to run a report for each provider to provide a list of any patients that have missing signatures on their notes that require sign-off. Please consider this as a priority to add to the software as this is a necessary component for medical offices for billing and compliance purposes.

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

A report of unused visits on a package would be useful to determine who bought a package, how long ago and how many visits are left on their package.

Ability to choose columns to export

SLPs and OTs utilized many standardized assessments, it would be great to have a few of our assessments included in the new measurement based care Measures to test and utilize since we often need them for evaluations/re-evalsa and progress reports.

Would be nice if I could set Close out the Period at end of our business day. Right now I have to double check items still match the information I've put statements we give on the 15th and 31st of each month statement to providers. Just be nice when we close our for the day at 4-5pm that we could go ahead and hit Close Period in the income reports.

Ability to pull a report showing active new clients/accounts by date range

Track client authorization hours and which clinical hours are approved, unused, or worked. Preferrably also showing how many are remaining for the month or authorization period. Like how CentralReach does it-- https://help.centralreach.com/authorization-expired-or-not-valid-for-service-date/