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Account Management (19)
ePrescribing (7)
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Data Exporter (3)
Online Sign up - Allow multiple non member's to be entered
Seeds Pediatrics, would like the ability to register both parents as "non members" during online sign up, or the option for a drop down to add a spouse or partner seperate from the emergency contact section
0
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Core
3
Ability to filter the Received Payments Report for specific external payment types
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
0
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Core
3
Process Partial Refunds when pass-through credit card feature is enabled
Partial refunds are supported when the pass-through credit card fees feature is not enabled, but not an option when pass-through credit card fees feature is enabled. It would be great to be able to have both pass though credit card fees feature enabled and the ability to process partial refunds.
1
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Core
29
Custom Invoice Email Notification
Under patient invoices, when click "email invoice" and customizing the email, the spacing does not show as it does in the preview section, making it hard to customize the email. Please show the spacing in the liquid syntax.
0
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Core
1
Restrict enrollment by zip codes per provider
0
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Core
1
Ability to make 'Lead source' a required field for all patients
Would like to require users to enter a lead source when manually creating a patient
0
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Core
3
Ability to only show Male and Female as gender options on online signup form
Current choices are Male, Female, and Other
0
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Core
2
Ability to enable multiple memberships for networks & affiliates
0
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Core
2
Enhancement to Partial Payment Modal
Enhancement to modal of partial payments to improve ease of issuing. Clearer differentiation between "Charges" and "Refund" sections for more intuitive use when issuing a refund.
0
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Core
2
Ability for users to delete external payments on invoices
Sometimes users accidentally record an external payment on an invoice. Right now, the only option is to record an external refund to cancel out the payment, however this transaction history looks messy on the invoice and in reports.
0
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Core
14
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