EMR: Documentation/Front Desk

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Copy evaluation from old case to new case

Be able to copy forward an evaluation from an old case into a new case. will save time on subjective PMH, social history.

almost 2 years ago in EMR: Documentation/Front Desk / Documentation 0 Future Consideration

3 VOTE

Shield- Show secondary insurance

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...

almost 3 years ago in EMR: Documentation/Front Desk / Chart View 0 Future Consideration

1 VOTE

Be able to Edit Appt or Status from Note history on completed notes

Since the update we can change the status and/or edit appointment from the note history section. This is great, but I noticed you can't change it retroactively. It would be nice if you could still change the status or edit appt after completing a ...

11 months ago in EMR: Documentation/Front Desk / Documentation 0 Future Consideration

3 VOTE

Need a change log in the letter templates

The logos for a clinic have been edited to the wrong logo, and would like to know how or who is editing these templates.

almost 3 years ago in EMR: Documentation/Front Desk / Letters 0 Future Consideration

2 VOTE

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...

almost 2 years ago in EMR: Documentation/Front Desk / Schedule 1 Future Consideration

2 VOTE

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...

almost 2 years ago in EMR: Documentation/Front Desk / Scheduling Workflows 0 Future Consideration

3 VOTE

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...

almost 3 years ago in EMR: Documentation/Front Desk / Schedule 0 Future Consideration

2 VOTE

IGO- rescheduling appt prompts "cancel appointment" warning

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...

almost 2 years ago in EMR: Documentation/Front Desk / Schedule 0 Future Consideration

1 VOTE

Patient ID Numbers

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 ...

12 months ago in EMR: Documentation/Front Desk / Patient Setup 0 Future Consideration

2 VOTE

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...

almost 2 years ago in EMR: Documentation/Front Desk / Waitlist 0 Future Consideration

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