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.
Deleting multiple lunches, meeting times, or planning times would be super helpful like we can delete multiple appointment for a client. This would replace having to delete them one by one
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.
When discharging a client, if not a formal Discharge eval, we have to go into Classic to use template for Quick Dc to send to doctor. Either way, can a discharge in Insight Go automatically trigger a letter to the doctor?
Copay Collection Report (leave off appointments in a failed status)
Is it possible to add the appointment status to the Copay Collection Report so the front office can know to not calculate the copay? It would even be better if unsuccessful appointments didn't even show up on the report. Appointments that are in a...
Create a report that tracks Hard Caps (visits) across cases and disciplines.
I'm sure many clients would benefit from this! There is a report for authorized visits, but not for Hard Caps. If a patient has a hard cap on visits, but doesn't need an Auth, we put the visits in the auth field so we can keep track that way. Howe...
Would like an icon on the schedule indicating if a patient has a copay
Currently, the $ on the schedule indicates if the patient has a balance due, but I would like an icon on the schedule that notifies if the patient has a copay associated with their account (basically if there is something written in the "copay" bo...
It would be helpful if the frequency and duration we enter as clinicians in the case would stay in place vs just counting and giving a total number of days.
visit count with max visit (XX of XX) vs authorized visits, alert when reaching the cap
It would be helpful to have the max visit count be considered (work like a count) in the "shield" of IGO to allow better tracking. It will only work when an authorization is put in vs just the standard insurance. It will count the visits but an al...
Prior to one of the updates, the PN/POC placement on the case tab was underneath the diagnosis codes. Since the update, the PN/POC is reported in a column 1/3 the size of the screen and causes the info to text wrap and is very difficult to read an...