Feature Requests

This was previously a feature, now we have to click "patient invoice" and go over to the "patient" tab. We use this multiple times a day (i.e. to view patient insurance plans, demographics such as phone numbers, emails, address) and would like to have access to it in the Clinical View again.

Please move out of Health summary information and give its own box so I can manipulate the box size and make bigger in the layout.

Make the "General Info" fields expandable similar to other Health History sections that allow you to expand the field.

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.

Height and Weight are great but really need pediatric BMI for boys and girls https://www.cdc.gov/growthcharts/data/set1clinical/cj41c024.pdf . https://www.cdc.gov/growthcharts/data/set1clinical/cj41c023.pdf

"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?"

The Copilot chat button was moved from the patient's Clinical chart in their demographic information section (single click) to the Communication widget (requires 2 clicks). This is also not a communication to the patient (call, text, email, etc.) so it doesn't make sense that this is listed in that widget.

Faxes are in the communication widget on a patient's Clinical chart. Please allow us to categorize it as a document when we’re assigning it to the patient's chart from the communications tab or move the fax interaction to the interactions widget (currently in the communications widget). I understand that a fax is a form of communication, but 99% of the time it is a clinically relevant document that should be in the interaction widget and not in the communication widget (which is for communicating with the patient). Outgoing fax interactions should also be in the interaction widget, as we’re never sending a fax to the patient but on their behalf to another fax number (like sending a referral via fax).

A structured data location in the patient's health history section for recording and trending near and distance vision acuity.

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.