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.
Automatically add No Show/ Cancel Fee when cancelling the visit from the schedule
Because appointment cancels/no shows are often marked by non-front desk staff, fees are often forgotten. It would be convenient if changing status of appts to no show or cx would automatically pop-up the cash register with the question "do you wan...
Suggestion to have an effective/termination date added to the payer credentialing under the edit staff
Would be very helpful to have an effective/termination date added to the payer credentialing under the edit staff. We have this for insurance for patients.
When asked "Does the system alerts for Plan of Care when Medicare is secondary?" We were advised that the POC alerts is designed for primary payers only. We would like to request to have the POC alerts to be added for when Medicare is the secondar...
I was given this idea from a front desk team member. They have several doctors in their area that have more than one fax #. The request was to add a second fax field to the Contacts so that way if the first fax fails, it auto would try the second ...
Schedule warning when authorization has expired or patient used up all the visits
Would like for there to be an alert when someone tries to schedule a patient beyond their number of authorized visits or outside of their authorized visit dates. This would cut down on unauthorized or non-payed for visits for patients as well as f...
We desperately need to be able to generate a "non-visit" note. Currently all documentation/charges must be associated with an actual visit. We have many work comp employers who want us to send them "notes" when they no-show and/or cancel for docum...
I think it would be a good extra safety net to have the system pop-up a "warning" box, or show the expiration date in red, when an authorization is about to expire. This safety net is in WebPT, so I'm not sure if it can be implented here. The PT's...
As soon as we sign a note make the note close rather than leave the tab at the top of the screen. Currently I am required to click to close that note in order to remove it. Again its only one click but I have to do that a dozen times a day every d...
When a statement is generated for a current balance, there should not be old line items dropping when they are completed, zeroed out. I recently had a patient contact me because she receive a statement for her 2022 charges, but the statement had l...
Would be helpful to add more options/colors to signed notes to allow for quicker recognition of appt. type. and better tracking of supervised visits for COTAs/PTAs.