Client that is pulled into the immunzation tab does not match information that the client has given us. There is no way to override the match with the immunization registry on the immunization tab. The only work around I found was to create the de...

Client Search - if there is a leading or a trailing space in a client record, when you do a search for that client name, it may find the client but put it in a different place in the list than expected.

We would like to see mileage show when they search in Activities for activities on a certain date. When you search like this, at the top of the activities, it says, "This search accounts for __ hours and __ minutes." I supposed it would continue a...

We need to have a report available that would give a balance due aging like report that allowed for filtering by date.

we could like all those fields required for billing claims be required fields

We now have multiple doctors/ counselors that have different NPI 's that need to be included on the bills. Rather than adding a pay source with each different NPI it would be much simper and make the process much more sufficient.

Client Details > Subscriber. Where the sliding fee % is entered, build in the household income, # in household based off of the annual federal guidelines. This could be linked to the spreadsheet that support creates on an annual basis.

When identifying if problem is a actual, adequate, potential or health promotion: there is a list of signs and symptoms that will make the problem an actual problem but sometimes the list does not identify the issue so a other with a comment box w...

Clinical charting in the Vitals tab

For the agencies that offer homemaker/aide services (but do not submit OASIS and Episodic Billing), it would be nice to have the homemaker/aide assignments only be a separate option to turn on/off in the agency setup. Currently, the aide assignmen...