Feature Requests

Copy/Paste email from new chart layout

Auto filter drafts to the user who is logged in on the account or save the draft filter

Currently, there is a 90 minute max on Copilot recordings. It would be great for practices to have a warning/alert pop up when they are reached the max length allowed to generate a copilot note.

Practices would like the ability to add a section to the provider's biography section to show 'Languages' that the provider is fluent in.

With the multilanguage feature toggled on and the patient's web browser set to Spanish for their language, the online sign up page shows the EPHI waiver in English. It would be nice for this to automatically be translated in Spanish.

I would love to see a fullscript integration to be able to have my patient list sync with my fullscript account. This would allow me to be able to seamlessly recommend supplements and for my patients to order from my online dispensary.

You can filter to terminations in the memberships report. It would be helpful to be able to export the cancellation reason to more easily be able to report on the reason for the termination when running this report.

Rather than filtering the report for 'Cash/Check/Other' or 'All External Payments', Specialdocs would like to filter the Received Payments Report specifically for check payments

There is not currently a way to filter the Received Payments Report for refunds. Users need to export the report, then filter the 'Type' column in the report for 'Refund'.