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.
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)
Currently if the patient has a balance the cash register opens as soon as you arrive the appointment, while this may be helpful for the front desk it is a pain for the clinical staff as it adds yet another click to the process of doing notes