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.
Have system logs track all parts of payment posting process, including who uploads the 835 file/manually keys payment information. Information viewable on Payment Drop Down to show who posted payment.
Build a drop-down menu on account note creation screen that shows if this is referencing an incoming or outgoing phone call. This would then need to be reportable (maybe on appointment notes report)