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.
Adding an option for CPT codes that have been authorized to the auth approval info. So that, when a therapist tries to bill a code that is not authorized, system will not let them proceed until changing to a code that has been authorized.
Prompt upon case creation to change "Guarantor" if patient is minor
Current the system defaults to "self" or not at all, it would helpful if there was a prompt or notice when the new patient being entered is a minor, because this situation currently requires a change in the guarantor tab. This would avoid issues w...
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
When going to delete a recurring appointment, give the option to delete only this appointment or all appointments going forwards-- both regular patient appointments and "other" appointments.
Working front desk, I get many requests for chart notes from WC or insurance companies. We need to be able to open a chart and save the entire chart on the desktop. Printing out six weeks of notes separately is a waste of paper and time. We work w...
Maintain a patient selection when scheduling multiple appointments
It would increase efficiency with scheduling if you could search for a patient and have them selected so that when you go to schedule an appointment you don't have to search for the patient again. This would be especially helpful when scheduling p...
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.
Make it so when patients check in and have multiple appointments with difference disciplines that they are checked into all of their appointments with 1 click.
Can an icon on an individual therapist scheduler be added to indicated if an individual patient has a 10th visit progress note or re-eval due? That way the therapist does not have to open the chart to actually see if they have one due. We print ou...