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36 results found

  1. Insurance maximums for specific procedures or procedure categories.

    Starting to see profiles where the max does not apply to preventative procedures, only basic and above.

    22 votes

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  2. significant medical history

    Currently in the significant medical history section, you have to single click an item at a time to add it to the window.

    Would like to be able to highlight multiple items at once and then paste.

    11 votes

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  3. Automatically create an entry in Contact Notes from the notes generated when an appointment is cancelled.

    When an appointment is cancelled, it would be extremely helpful if any notes entered are automatically placed into the Contactes Notes tab. We are currently copying and pasting information about the patient's cancellation into Contact Notes to keep it there with all other correspondence and phone calls. If it does not paste automatically, it would be helpful if there is a check box to create the Contact Note when cancelling the appointment. Thank you.

    11 votes

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  4. We could use a preferred pharmacy field that could be free type in the patient info center...

    Would like a preferred pharmacy selection and a table to store nearby pharmacies for quick access to phone numbers and information.

    7 votes

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  5. appointment comments

    Currently in the patient information center, there is an appointment tab, which will show you upcoming appointments, with the appointment comments.
    When doing chart preps, office pulls up the the appointment tab and would like to click on "comments" and add in that a document has been received (things like xrays, H&P, INR, path, lab case, etc.).

    Currently this field is read only.

    CID 274135

    6 votes

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  6. receipt options

    Office currently posts the charges, then does a separate transaction with the payment, so that the payment shows on it's own line on the ledger. Therefore, to get a receipt that shows both the charges and the payment, you have to go back to the ledger and choose to reprint receipt.

    Would be nice when posting the payment if you had the option of printing either a transaction receipt (payment only) or a DOS receipt (all items for that date of service). This would solve the issue of having to go back and reprint the receipt (too many extra clicks).

    5 votes

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  7. treatment plan note

    Currently in the patient information center, there is an option for special notes, which can be added to things like receipts, claims, statements, appointments.

    Would like an option to have something add to the notes in a treatment plan as well.
    CID 274135

    5 votes

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  8. Add a feature that would show last date insurance profile was updated

    We never know how current or outdated the info is ?? If it is current, then we would know that and not call on every patient

    5 votes

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  9. contact notes redesign

    Contact notes is not intuitive at all with the new "look" of the patient information center. Once you click the plus sign to add a new line, it is very hard to tell that there are fields that you can type into. The lack of indicators often make offices click on the plus sign again and again because they don't "see" where to type.

    CID 110538

    3 votes

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  10. Cell Phone

    Allow cellphone number to be the default number while registering patient.

    3 votes

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  11. 3 votes

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  12. Progress Note

    Progress notes, allowing users with proper security clearance to add an addendum to a locked progress note accidentally entered on the wrong patient account. We are human and make mistakes and I understand not deleting the note but we should at least be able to add an addendum to it.

    3 votes

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  13. Patient account numbers

    The account numbers should be protected so they not be deleted

    3 votes

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  14. Insurance payment options

    When posting an insurance payment, if there is a patient balance due, you have to either exit out of the bulk check posting or remember to go back to the patient when you've finished posting.

    Would like the ability to add a special note and print a statement at the time of posting the insurance payment

    3 votes

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  15. Seperate columns for patient and insurance portions when printing out treatment plan

    When printing out the treatment plan for the patient to sign/keep, when choosing to include the UCR (so the patient sees the difference their insurance is making) the insurance estimated payment prints directly on top of the patient estimated portion, with merely a "P" to differentiate which is which. This makes the printed treatment plan messy to look at, and difficult for the patient to understand. What we would like to see is the patient portion and the insurance portion to list separately side-by-side, for ease of understanding, as it does when the UCR is not included in the printed…

    3 votes

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  16. need comments box under patient demographics in general tab

    There should be a box for free-form notes under the email area in general tab. We have a need to make notes about phone numbers, etc. and don't have a place to do that. Especially when OMS has so many inconsistencies in the way they list their phone numbers for patients and are listed with different categories in general tab, pre-reg and appointment book. And if you use drop downs to select phone as "dad" for the patient then under dad's patient info center it is also listed as "dad" when it is really self. Very confusing when you have…

    3 votes

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  17. fax number on cotherapist document

    Currently using the cotherapist to document when a patient is referred to cardiology, PCP, etc.

    When printing out the cotherapist document, it does not have the fax number of our office in the details on the top. Currently hand writing it on.

    Most offices want to fax the clearance back to the office. Thus having the fax number at the top of the document would be highly beneficial.

    CID 110538

    2 votes

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  18. have Rx's show newest first rather than oldest frst

    Show newest prescription at top instead of oldest or at least have a preference to choose which shows at top

    2 votes

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  19. reminder notes

    Currently you are able to put a reminder note in on the patient information center, but you are not able to mark that reminder as "done".

    There is a check box there, but it is not checkable (informational only).

    To mark it as "done", you have to go to the tickler file (utilities, tickler file), find the reminder, edit it and mark the completed box. It's a lot of extra steps when we are already in the patient's chart.

    Our only other option is to delete it and we would like to keep it as a documentation. We just need…

    2 votes

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  20. In Treatment plan screen, add the ability to mark a line item not to be billed to insurance

    In Treatment plan screen, add the ability to mark a line item not to be billed to insurance. That way if someone other than who entered it posts it, it won't automatically or accidentally go to insurance. So a procedure not covered on a certain plan won't come back with EOB showing PPO write off & confuse patient

    2 votes

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