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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Admin

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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
11 months 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...
over 1 year 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....
over 3 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.
almost 2 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

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
over 2 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!
over 2 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

See what employee scanned a document as an attachment

How can we see what employee scanned a document as an attachment into the system?
over 3 years ago in Admin/Billing/Reporting / Change Log 0 Future Consideration

Enhancement to Change Log Client Editor

If possible, can the change log be expanded in the Client Editor to track all fields in the Personal Information and Case Information Tab (currently doesn't track Diagnosis Code, Authorization Grid, etc), as well as tracking the attachments that a...
over 3 years ago in Admin/Billing/Reporting / Change Log 0 Future Consideration