Clinicient Ideas Portal


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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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Tasking

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Task Notification for Therapists

Pop-up notifications for open tasks: If a therapist is assigned a task for a particular patient, a pop-up message appears when opening a new PT note stating there is an outstanding task assigned to them for that patient.
over 2 years ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Send task to multiple people, across roles Task Roles

I am needing to send tasks to multiple people but not all in a task role. Is there a way to do this? IE. I have 3 front desk staff in 1 clinic. I need them all to get the task, but do not need my front desks in my Cheyenne clinic to get the task. ...
over 2 years ago in EMR: Documentation/Front Desk / Tasking 1 Future Consideration

Would like the ability to attach documents to tasks

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

Ability to save a task as a draft

If I am halfway through writing out a complex task note and I am interrupted, I either have to send it half finished or exit out completely. The ability to save task draft would be helpful in making sure nothing gets forgotten
almost 2 years ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Ability to edit task note previously written

No description provided
over 1 year ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Would like to be able to send tasks within the client editor.

Allow for Tasking while in the client editor. Currently have to close out of the client editor to generate a task.
over 3 years ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

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" ...
8 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
8 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...
8 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 ...
8 months ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration