Create an area in the verbal order section of the episode tab to track when MD orders are  sent for signature. We need to be able to demonstrate to state surveyors  and other entities that we are tracking MD orders from the time they are...

A client with many long-term medications may result in a very long report. Allowing a filter to be used to only include unacknowledged interactions on the report would be helpful.

Allow copy options for fields only when you are creating a client custom fillable form. This would speed up the process of creating forms.

Some agencies add a new client chart when the payer changes or possibly for other reasons. When copying the client, because no activities are copied, the pathways are also not brought over. This idea would be to allow users to see which pathways w...

Client Details: We’ve noticed that a client ID can be accidentally deleted or typed over. Some staff search by client name and others by ID so we can’t always recognize when this occurs. Some ideas: 1) If the field could be locked, we could assign...

Can we make the DOB field required to enter a new patient?

In the cost center setup you should be allowed to tie a program to the cost center. For instance Immunizations cost center should have the immunization program linked to it. So when you click the cost center it automatically populates the program....

Client Details

We wold like to have the ability to create a pdf report of the pending claims from the pending tab.

Can you create a name alert that would alert users when you have individuals in the system that have the same names, similar names, same birthdays, etc.