Client Details

Currently this is a basic report with set perimeters under agency administration. We would be helpful to have this report available with filter options such as specific dates and the ability to add the client account number.

in bulk payments of payments tab, have a drop down adj method reflecting what we have in our set up of U&C

Set up/reporting

There are programs that allow you to take a scanned image and convert it to data. This would be very helpful if we could scan an insurance card and have the information complete the subscriber setup for a client.

Client Details

We need preemie growth grids on nn. Along with the downs syndrome ones

activities Could we ever get “Medications to Include in Setup Check All | Uncheck All” to be above both the Active medications and the Takes per self? Right now it is just listed at the very top, but if you check all then it checks the ones that t...

Putting the previous and current months charges/payments etc on a current statement would help our clients and billers with what the previous balance is. Our statements are very confusing and could be formatted in a better way as well. Only having...

We would love to have the ability to run a report that shows the list of clients and primary clinician. Currently, the report runs with all clinicians assigned, not just primary.