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.
Is there a way to get the 2ndry insurance to show with the primary ins under the shield in the quickview area, as we have different rules to follow with POC's etc and do not catch these. Thank you . As in Insight Go we can not see the 2ndry unless...
View other appointments for patient on "schedule" tab
I love that when in the "chart" tab the therapist can easily see the client's appointments for the month (arrived, failed, scheduled) as colored boxes on the calendar in the top right. It helps us tell at a glance how often the client has been com...
Re-scheduling appointments between different therapists on different days
When a patient reschedules an appointment to a different day, we are unable to EDIT the existing appointment with a different therapist. The patient has to be scheduled with the same therapist on the new day and then moved over to the new therapis...
When editing a patient appointment to reschedule them to another day, need to be able to change the treating therapist like we can the day/time
When editing a patient appointment to reschedule them to another day, need to be able to change the treating therapist like we can the day/time. Currently, we have to change the day/time first, then go to that day, then slide them over to the appr...
Example: the SSN number is 9 digits if you try to enter with less than you get a warning see below. This should also happen when you try to enter a Medicare ID that is not the correct number of characters, but there is no warning as there is when ...
When changing the status of a scheduled appointment to a 'failed state', like Rescheduled, the appointment prompt shows the word "cancelled" repeatedly. This can be confusing/misleading as therapists may be coached not to 'cancel' appointments. Ca...
When an appointment is cancelled, show waitlist pop-up for that time slot
I love how specific the options are. It would be even better if when we cancelled a patient on the therapist’s schedule, it gave us a pop-up reminder that someone was on the waitlist for that slot. For example. Sally Jones is on the waitlist for l...