Feature Requests

A way to check in the patient on the calendar schedule, i.e. the status of their appointment, checked-in or pending.

Allow a patient to have more than 1 memberships

Include input options for SOAP such as what i’ve attached below. Helps workflow tremendously on top of the copilot note.

I would like to be able to send a text to the patient requesting ePHI waiver instead of just by email.

Ability to note a cancellation reason on a cancelled appointment

Currently the fax is saved in pt chart under communications. it would be great if that fax document could be saved under the patient's documents.

Apply practice letterhead to notes shared in the portal without generating a pdf and downloading as a document

In templates, format DOB by day/month/year instead of year/month/day

Ability to edit or change header and footers when PDF's are generated