Feature Requests

"Is there a better way to organize files that were uploaded? For example, we are adding files from the old EMR such as lab results, and charting history. Other than titling them in an intuitive way [before the files are uploaded], are we able to sort them and file them in categories?"

I wanted to add this to your list of improvements: when you send a form from within a patient's chart, you can't pre-fill it.

If a form was sent on a certain date, it lists this date for the interaction. If the form is submitted back to the practice, the practice would like to have the ability to edit the interaction date of the interaction to when it was submitted back from the patient (rather than the date of when it was sent to the patient).

There should be an ability to "tab" or "F2" through wildcards in a note template. Not only to help speed documentation, but to find that final hiding wildcard that prevents note submission.

I discovered grouping under "general" Add this feature to SOCIAL -so I can categorize" "safety", "nutrition" "home life" "school etc for pedi CREATE A chart tab called quality measures allow this "grouping" then I can group "cancer screening" "mental health screenings", "Lab related screenings- HIV, Hep C A1C; I could then also capture diabetic add ons "foot exam, urine microalbumin and all the quality" catches r/t DM

I know I can currently copy and paste from and to notes, but would really like for there to be a button that would allow me to copy forward a note in a single click. This would allow my to monitor things that change over time and that I would like to be in every note - very important feature for managing chronic disease.

Ability to have work in patient's chart in clinical automatically be saved while being typed/filled out. Right now practices have to hit the 'Save' button at the bottom of the patient's chart, and sometimes they forget to do that so they lose all of their work.

Ability to customize automating the upload of interactions to a patient's portal. Rather than individual selection of uploading an interaction to the patient portal, be able to do this in bulk or customize automations to do this automatically.

ability to add a second emergency contact - especially for pediatric practices.

It would be better to have the most recent appt at the top and not the bottom of the list? (currently, it's in reverse chronological order).