Settings and activity

18 results found

1. option for forms to be sent out yearly for clients to complete

   8 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jul 24, 2025

2. Incomplete charts & forms

   27 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jul 24, 2025

3. Adding an icon to appointments that activates if a guest has completed their forms.

   400 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jul 24, 2025

4. Date of birth enhancements to forms and booking

   362 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jul 24, 2025

5. "Star" Important Notes

   5 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 20, 2025

6. Add a way to assign documents for review/signature

   4 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

7. Set forms to expire. For example, a medical history form should be updated at minimum once a year.

   12 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

8. "Medical Conditions" to be a field on Forms and charts

   10 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

9. Medical conditions field in client profile

   6 votes

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   Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

10. Streamline MD signoff process

    32 votes

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

11. pull over the medications and medical history into the good faith exam

    6 votes

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

12. Chart Sign-Off Pending Notification

    39 votes

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    Mary Margaret Bryngelson Lambert commented  ·  Jun 13, 2025  ·  Edit…  ·  Delete…

    Signing charts as a medical directors is so very time consuming in this program. Other EMR’s are far more efficient. This must change. Make a notification system with an inbasket for medical directors. Please

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

13. Bulk sign forms

    42 votes

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    Mary Margaret Bryngelson Lambert commented  ·  Jun 13, 2025  ·  Edit…  ·  Delete…

    This was suggested back in 2023?! Why has this not been implemented yet. This is so very much needed.

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

14. Medical Director Note

    7 votes

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    Mary Margaret Bryngelson Lambert commented  ·  Jun 13, 2025  ·  Edit…  ·  Delete…

    This is so needed!!

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

15. Pop up alert option

    9 votes

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025

16. Pop up notes

    1 vote

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    Mary Margaret Bryngelson Lambert shared this idea  ·  Jun 13, 2025

17. Inbasket

    1 vote

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    Mary Margaret Bryngelson Lambert shared this idea  ·  Jun 13, 2025

18. better identification of NEW clients & first time bookings

    330 votes

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    Mary Margaret Bryngelson Lambert supported this idea  ·  Jun 13, 2025