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.
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...
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 ...
The overall look of the new schedule is inferior to the old schedule. The font appears more outdated is more difficult to read than the old. We would prefer the text to match the old schedule. With that said we would like the Patient Name to be in...
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...
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.
Add Payment Type- Other and two options for this- Venmo and Paypal
Is there an option to edit or add payment types? We now also use Venmo and have an online payment vendor different from our in person. Or how would you recommend sorting through credit cards from different vendors Adding a 6th- Other Card- Have it...