Clinicient Ideas Portal


Welcome!

This portal is to capture your great ideas and improvements to the Insight platform.
No PHI should be included and application issues should be still be reported to Clinicient Support.

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My ideas: Tasking

Showing 27 of 477

Tasks Assigned in IGO to a Specific User are NOT Showing Up in that users My Tasks in Classic

Jane Smith is the Front Office Manager in our Clinic A and uses InsightEMR. John Brown is the director and uses InsightGO. When he assigns a task to Jane (not using the Role, but assigns directly to her), the task does not go to Jane's "My Tasks" ...
about 2 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Sort Tasks by Clinic

Billing task role automatically is assigned "payer mix changes" tasks - there are way too many reasons why these tasks are being created. Can they narrow it down to help us prioritize? There are thousands and the logic is too sensitive
about 2 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Type-ahead staff name for tasks

Would be more time efficient to be able to type in the beginning of the name and have the list scroll right to that area (you can only type the first letter and the letter is way at the bottom of the list making it hard to scroll) Also feel like t...
about 2 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Would like the ability to attach documents to tasks

For billing purposes. Would be able to send W9 or EOB.
about 2 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Assign to staff automatically when replying to task

I am writing to report an Issue with the Task Feature between Insight Go and Classic and, specifically, that Tasks that are Replied Too from Insight Go are not being delivered to the “inbox” of the sender. For example, we use the Task Feature for ...
about 2 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

The ability to task different days/users at once

No description provided
9 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

The ability to search for users in the Staff Name drop-down by first name in New Tasks

No description provided
9 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Ability to edit task note previously written

No description provided
9 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Custom note templates to auto-populate Account Notes or Tasks

No description provided
9 months ago in EMR: Documentation/Front Desk / Notes / Tasking 0 Future Consideration

Alert or notification when someone replied to a task you're associated with.

It would be nice to get an alert or notification when someone replies to a task that you are associated with, being you created the task, or it was assigned to you. Sometimes throughout the day I forget to check my tasks and it would be easier if ...
9 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration