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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List Preferred Name instead of Given Name when printing Future Patient Appointment Schedule

List Preferred Name instead of Legal First Name
over 2 years ago in EMR: Documentation/Front Desk / Printed Materials / Schedule 1 Future Consideration

Posting Efficiencies when posting large Remits

When posting a payment....if you clear a claim on a remit and then hit Save&Close, it doesn't hold where you were on the remit, so you have to scroll to where you were again. To help w/ these large remits, it would be nice if you could: 1. ...
over 1 year ago in Admin/Billing/Reporting / Billing Workflows 0 Future Consideration

remove trailing spaces in all the search text bars

Automatically remove trailing spaces in all the search text bars. It's annoying that WebPT won't recognize a search word if there happens to be a trailing space.
7 months ago in EMR: Documentation/Front Desk / Documentation 0 Future Consideration

would like to be able to back date a goal

Goals: When you want to simply complete a goal, we have to change the date to current or future date to complete/meet it. There is not a way to back date the goal before completing it. It would be nice to be able to mark complete without necessari...
over 2 years ago in EMR: Documentation/Front Desk / Goals 0 In Progress

Max visit countdown feature request

Max visit limit countdown feature request: • We have two major payers that have calendar year visit max and require authorization after x amount of visits. Ex. 20 visit limit with precert required after the 5th visit. • There is currently do not h...
over 2 years ago in EMR: Documentation/Front Desk / Auth Tracking 0 Future Consideration

Authorization Tracking Secondary and Tertiary Payers

Need ability to track authorizations at the secondary and tertiary levels, not just primary.
almost 2 years ago in EMR: Documentation/Front Desk / Auth Tracking 0 Future Consideration

Copy and Paste appointments- Give warning if surpassing Insurance Authorization Limit

Currently the system allows for us to schedule (specifically using the copy/paste appt function) beyond an authorization date and/or visit limit with no warning or alert that the patient has surpassed these limits. If you use the "right-click add ...
over 2 years ago in EMR: Documentation/Front Desk / Auth Tracking 0 Future Consideration

Add/Remove chart template similar to how you can add/remove categories by checking/unchecking

if you add template by mistake need to cancel, reschedule and re arrive visit. Would be nice to have it similar to the areas and categories where you can just check or unck and they are added/removed. Would be smoother and quicker.
almost 2 years ago in EMR: Documentation/Front Desk / Chart View 0 Future Consideration

authorization flag when patient is checked in

Have a flag pop up when patient is checked in for appointment letting front desk/therapist checking in patient to know how many visits are left under authorization and if the auth has expired prior to patient being brought back for treatment.
almost 2 years ago in EMR: Documentation/Front Desk / Auth Tracking 1 Future Consideration

As a care team user, I'd like messages to be housed in a messaging center.

Business/User Value: As a care team user, I want messages to be housed in a central location on the platform. Acceptance Criteria GIVEN I am a care team userWHEN I am messaging with a patientTHEN I want to be able to locate all messages from one c...
about 2 years ago in Keet / Admin 0