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Clinicient Ideas Portal


Welcome!

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.

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Manage Referrers

Showing 3

Multiple Referral Sources are needed for WC payers

Request to add another Referral Source field; the ability to see referral details for case managers and insurance adjusters is vital to our workflow. Work comp patients have case manager AND adjuster, contact information needs to be visible for ph...
8 months ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

When updating a Contacts Company the address in the contact will auto update to the New company address

Currently when you update an existing contact and choose a new company the address on the contact does not update to the new address.
about 2 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

InsightGO: Contacts/Referrers are alphabetical by last name but not first. Meaning Jones, Sherri is before Jones, David when scrolling

Contacts may be alpha by last name but not first name
almost 3 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration