Feature Requests

Ability to tag or label phone numbers in the system to show who they belong to in relation to the patient - specific for peds practices

Add option for SMS auto-response

Would like to see an alert system within clinical that lets the provider/staff know when a patient is due for an annual or follow up. Would also like a patient feature where a reminder is automatically triggered when this due date pops up.

Sync Allergies to DoseSpot

Add a template key for secondary insurance

Pin recently added medications in the Health Summary dropdown

Hover-based controls can be unreliable or unavailable on touchscreens, which makes certain workflows difficult or impossible without Support assistance. In this case, the customer was trying to manage saved payment methods, but the relevant actions—such as deleting a card or setting a card as default—were hidden until hover. Because their setup involved a touchscreen/tablet device, they could not reliably access those controls. Customer impact Users on touchscreens/tablets may not be able to access hidden hover-only actions. Routine workflows can become blocked if key buttons are not visible by default. Customers may need to contact Support for tasks they should be able to complete independently. Hover-only UI can make features harder to discover, even for users on standard desktop setups. Requested improvement Avoid relying on hover as the only way to reveal important actions. Make key actions visible by default, or provide a touchscreen-friendly alternative such as a persistent button, overflow menu, or tap-accessible action menu. Example use case A practice using a tablet or touchscreen setup needs to complete a routine admin task, such as updating saved payment methods. Because the action buttons are only revealed on hover, the user cannot reliably access them and must contact Support for help.

We schedule lab and ultrasound appointments with anyone of 4 different techs. The reminder reads "with (First Last)" but it doesn't make sense for us for the reminder to read WHO the appointment is with. We also add in other directions such as fasting time frame. Basically "This is (company name) reminding (patient name) of an appointment for (appointment type). Fasting is required within 8 hours" or "Remember to bring a list of current medications". I can think of a lot of use cases to customize this reminder.

Option to send the appointment booking confirmation to every user/select users in the practice, not just the assigned provider. We would also like the practice email to be sent the appointment booking email.

Ability to make call forwarding and sms separate. I would love to have my Virtual Receptionist answer calls, while maintaining access to texts on my phone's text app.