Feature Requests

Occasionally an incorrect employer file is uploaded which causes data to be inaccurate or incorrect individuals to be added to a company. Some cases are more easily fixed, but if an external ID is not included for example it can be more difficult to make corrections if names are uploaded incorrectly. In another instance a TPA that managed multiple groups uploaded a file to the incorrect employer which added the patients to the incorrect company and removing patients from a company is not a simply fix if they already have a company registration under another group.

Would like to see the additional membership tags in Elation when multiple memberships are added to a patient's profile.

Currently, archived patient's will still show as a option when adding a charge under the payers account. This practice would not like archived patient's to show anywhere unless searching for their profile.

We do multiple test signup attempts when testing links, checking DPC providers, etc. We would like a way to delete certain signup attempts as it confuses our numbers.

Would like the ability to schedule a payment on an invoice created via the charge uploader. This would allow for more automated processing of payments when using the charge uploader.

Ability to have (1) sign up link that automatically for enrolling online that automatically puts the patient in the correct membership based on age that works with family plans. EX: 0-12 plan, 12-26 plan, 26-50 plan, 50 - 65 plan, 65 + plan, each member added automatically falls into their own age based plan

Similar to how the 'Other' lead source field works. For example, if a patient selects 'Patient Referral' or 'Physician Referral' as their lead source, we want to then require them to enter the name of the patient or physician that referred them.

Ability to add providers to any patient chart without the online sign up being turned on for that provider and without the provider needing to be listed under specific sign up links

Otherwise, staff need to go and manually flag the notes they've imported

We have had some feedback from patients in regards to the membership enrollment forms. Specifically, on page 2 (Additional Detail for Primary Member". At the bottom of the page, the title "Enrollment Status" appears to be included within the section of "Healthcare Insurance". Because of the location of the membership enroll me/do not enroll me location, many people have been confused. Would there be a way to change either the location of this question and/or the layout so it does not appear to be tied to the Insurance section of enrollment?