Feature Requests

To be able to create a list of patients who do not have any further visits scheduled. Would be extra helpful to have the option to sort this as patients seen in last 30 days or 60 days or some other time frames that do not have more visits scheduled (6 or 12 months too?) This would help a big help for creating a list to have our clinicians and/or front desk call to follow up.

Allow exporting of the data that is visible when you go to Reports then Appointments. The data that shows graphs of revenue and visits vs. time. I need to be able to export this data for accounting and bookeeping purposes.

Our providers receive a set percentage of the amount collected from the client and/or insurance. It would be great to have a percentage to link to each provider and then to run a report base on transaction date, provider, that auto-calculates their percentage for income. This report should include date of service, CPT/service, payer type, and date of payment transaction. And a way to check off that the provider has been paid so it doesn't run on a report again once it's paid out.

The Analytics of Appointments are helpful, but I also sell products in most visits. I know the products reporting is available. But I would like this feature added to the appointments total. Can we have a way to check this in and out of it? Like Revenue from service vs. products, average collected per appt type, etc.

Hello, I'd like for the income report to have a way to filter by location. For instance, tracking my income by telehealth vs income by my office would be incredibly easy and helpful.

i would like to know how many patients have ADHD, depression, etc. reports on prescription habits, etc.

Right now invoiced cancellations do not show up in the appointment report. This means the revenue and revenue by practitioner on these reports is not accurate. For practices that pay based on work completed, not payments received, this is especially problematic and requires running a downloaded list of appointments and cleaning data to get accurate information on invoiced amounts.

Currently it is by date created etc but by DOS is not available. W/o this function, we are having a hard time reconciling our data.

I would really like to be able to run a report based on demographics including diagnosis, referral source and tags etc. It would be informative for growing practices especially.

able to view a client's all future appointments in a list format so it can be printed out in office