Feature Requests

2026 shows on the report after filtering by patient by year. Would like the ability for multiple years to show in the overall tab with charts available.

It would be helpful to have the revenue totals at the bottom of the charts on the By Patient and Year and By Patient and Month charts. Similar to how there are totals on the bottom of the Deferred report. This would allow the practice to pull totals easily without have to export and sum the columns.

The ability to see the an itemized list of new enrollments on reports.

Request ability to filter by membership status (retail vs employer), also filter by specific employer. For the advanced appointment report, it would be nice to filter by a specific employer to provide this to the employer for appointment utilization!

Ability to add shorthand reports to the Core and Clinical dashboard to further customize options: notifications (for clinical use) breakdown of members vs menopause package holders (number of patients) number of terminations / upcoming terminations unpaid patients revenue projected vs actual new members ability to remove inventory ability to remove tasks and reminders (currently 3 separate areas in our dashboard)

A report that shows membership retention and average membership lifetime would be a helpful metric for practice analytics.

To see historical data

Ability to export or populate a list of patients seen within a specific time frame, e.g. Sept 1- 15.