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 (:

We really need detailed income reports so we can ensure that we are paying contractors accurately. Including payments per client and write offs(insurance adjustments)

Have the fee schedule auto update all future visits that may already be scheduled. We are having tons of trouble with clinicians first booking sessions, then adjusting a clients fee schedule, which results in the clients getting charged the incorrect amount often. It seems simple enough to write so the fee schedule would overwrite the price on anything previously scheduled

Ability to get to the manage snippets from settings and not need to open a chart