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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IGO - ability to limit user security for deleting appointments or adding/editing unavailable appointments

Request that the current user security group permission "Appointments" be expanded to denote the:1. Ability to delete appointment. In addition, they currently have reasons for deletion with codes that would like to continue to track.2. Ability to ...
over 2 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

Notes that's entered on the patient's appointment to carry over to the notes in IGO

We see all the notes from scheduling in regard to why patient cancelled appointment in the Billing Note Section and would not like those to come over . under the account F7 note section .ex. No Show, called to leave message - getting gel injection...
over 2 years ago in EMR: Documentation/Front Desk / Notes 0 Future Consideration

Add payer category to Clinical Issue List to filter out categories as needed

No description provided
over 1 year ago in EMR: Documentation/Front Desk / iGO Reporting/Issues Listings 0 Future Consideration

Have secondary and tertiary insurance tracked on Clinical Issue List

No description provided
over 1 year ago in EMR: Documentation/Front Desk / iGO Reporting/Issues Listings / Insurance 0 Future Consideration

Ability to edit task note previously written

No description provided
over 1 year ago in EMR: Documentation/Front Desk / Tasking 0 Future Consideration

Include the amount for a Monthly Payment Plan in Client Editor for patients with extensive outstanding balances. Include an area to show expiration of Payment Plan. Field would need to be reportable to view patients who owe balances, and have a field to show when the last payment was made.

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

Character limit expanded for the case name and client notes to as many characters as possible (if possible, doubled or tripled)

No description provided
over 1 year ago in EMR: Documentation/Front Desk / Documentation 0 Future Consideration

Security access should be split in Staff Editor

We would like security access to be split from the Staff Editor section. This is credentialing related (for example, 1) whether someone is available in a schedule 2) whether someone is able to co-sign 3) whether someone is able to have a schedule ...
over 2 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

InsightGO- New Case- Populate insurance from the last created case

Creating new case- populates insurance from the last created case Original write-up for reference only · It would be easier if ins were chosen the same that it would auto populate from last case I think because there is no guarantee that insurance...
over 2 years ago in EMR: Documentation/Front Desk / Patient Setup 0 Future Consideration

Automatically include assessment, plan, and CPT codes in future visits

Currently if we do not click the "include all from this section" it doesn't carry over our plan that we set up at the evaluation, nor the assessment which helps create medical necessity, nor any commonly used CPT codes that were not utilized in th...
over 1 year ago in EMR: Documentation/Front Desk / Chart View 0 Future Consideration