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: Admin

Showing 32 of 490

Employer Address show the address when selected in Client Editor to ensure correct Employer is selected for Employer’s with multiple addresses.

No description provided
over 1 year ago in Admin/Billing/Reporting / Admin 0 Future Consideration

Build a drop-down menu on account note creation screen that shows if this is referencing an incoming or outgoing phone call. This would then need to be reportable (maybe on appointment notes report)

No description provided
over 1 year ago in Admin/Billing/Reporting / Admin 0 Future Consideration

Import / Upload a file to create or modify fee schedules.

We would like to request a way to import an excel file or any type of file that would load the charge rates for us when creating new fee schedules or versions. Manually entering new charge code fees individually for multiple fee schedules can be t...
almost 2 years ago in Admin/Billing/Reporting / Manage Payers 0 Future Consideration

More security access options for Letters in the client editor

Currently, in the system, anyone can edit or delete letters in the client editor by double-clicking them. This can create a security and medical record discrepancy issue. Requesting more restrictions on the editing and deleting of created letters....
almost 4 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

When updating a Contacts Company the address in the contact will auto update to the New company address

Currently when you update an existing contact and choose a new company the address on the contact does not update to the new address.
about 2 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

New Discipline: Nutrition

Add 'Nutrition' as a new discipline. Thanks
about 2 years ago in Admin/Billing/Reporting / Manage Staff 0 Planned

Add acupuncture as an available discipline

Would it be possible to add Acupuncture as a discipline option? Thank you
over 2 years ago in Admin/Billing/Reporting / Manage Staff 1 Planned

Report or Change log that will show every change to the schedule for a time frame

Member is requesting a type of audit log or report that will show any changes made to the schedule such as deleting an appointment and rescheduling an appointment.
over 2 years ago in Admin/Billing/Reporting / Change Log 0 Existing Functionality

InsightGO: Contacts/Referrers are alphabetical by last name but not first. Meaning Jones, Sherri is before Jones, David when scrolling

Contacts may be alpha by last name but not first name
almost 3 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

Add Staff ID to Edit Staff Home Page

Can you please add the Staff ID for to the edit staff page? This needs to be added everytime a staff member is added to KEET for integration and it is very inconvenient to have to go to browse staff to locate. Thank you!
almost 3 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration