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.
After "completing a goal" if the pt regresses, there is no way to unclick the completed goal and reset that goal. The apply button is grayed out. I was told by tech support that I need to delete the goal and rewrite it as a new one. This isn't acc...
A significant amount of time and resources would be saved by having the ability to fax claims to payers that have a fax number loaded in the Payer Setup. It would also provide proof of timely filing if the fax submission appeared on the Fax Transm...
For Insight Go, there does not appear to be a way to navigate to a specific appointment when viewing a list of patient appointments (eg in Classic we can double click on an appointment when viewing the list, and immediately go to that appointment ...
allow insurance plan end dates to be entered and tracked
This would be helpful for plans that don't renew on the first of the calendar year, such as plans colleges offer for staff and students, so it would trigger a notification that benefit reverification was required.
remove trailing spaces in all the search text bars
Automatically remove trailing spaces in all the search text bars. It's annoying that WebPT won't recognize a search word if there happens to be a trailing space.
Customize Demographics and Case Fields available/required
Create a way for leadership to define what Demographic information (aside from hard coded fields required for claim creation/billing) is populated when creating a new patient and case. This would allow leadership to filter out non required fields ...
Auth tracking to be able to handle auths by specific CPT codes
Clincient is not showing when a secondary insurance authorization is critical for auth. Is there any way we can make sure these secondary insurances are giving us the same information on reporting that the primary insurance is? Many state MCDs aut...
More control/customization for appointment reminders
We would like more options for appointment reminders that can be customized for each individual patient and case. We'd like to specify how far in advance the patient gets a reminder -- 1 hour, 6 hours, 24 hours, etc. -- as well as whether or not t...
Add "Credit Card" as a Method Type when Posting Insurance Payments
Is it possible to add another method type called "Credit Card" to choose from when posting Insurance Payments (from Payments F5 tab)? We have been receiving more insurance payments via credit card and it would make reconciliation easier if this me...