Idea Forum

1 Vote

Change settings to allow for us to send a portal invite to a "pending" client.

It is more efficient for us to be able to have the new client begin to complete the portal invite etc while we are getting their insurance verified. We do not make them an "active" client at this time because we do not want to lose them on the Pip...

Created 8 Oct 05:26pm by Guest

Settings and Directories

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11 Vote

Give Group Admins the ability to modify/share custom buttons made by others even if the original creator's account has since been disabled.

No description provided

Created 9 Aug 08:54pm by Guest

Settings and Directories

0 Released
3 Vote

Remove or Hide Disabled Users from Specific to Individual Settings and Directories

We would like to no longer see disabled users from "Specific to Individual" group members list as this is not necessary for them to be listed. All disabled users no longer work for us, thus it is unnecessary information. Keep it clean and simple...

Created 18 Feb 03:06pm by Guest

Settings and Directories

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2 Vote

Upload Security

Give support staff the ability to upload to a patient chart with limited access to the uploads only. Currently, the support staff can also access therapy notes.

Created 3 Feb 05:50pm by Guest

Settings and Directories

0 Planned
1 Vote

Add option to default for referring to client

Some mental health clinicians prefer to refer to their constituents as clients, not patients, depending on the nature of their services. In Settings, please add an option for an abiding rule for a particular clinician's notes, regarding subjectiv...

Created 5 Jun 02:31pm by Guest Guest

Settings and Directories

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5 Vote

Add the ability to specify a default note title for RX Progress Notes.

No description provided

Created 9 Aug 08:54pm by Guest

Settings and Directories

0 Released
1 Vote

Allow edit or deletion of fields at security level when creating new sites/locations.(see detail chat attached). unfortunately, there isn't a way to delete a site entirely, as that would mess with reporting, billing, etc. However, you can disable sites by clicking that gray Disable button next to the one you want to disable.

Unfortunately, site name cannot be edited either. I'm really sorry about that.Renee10:23:37 amOh No, well that's not good. Can I submit a request to IT and/or your team to consider the request to change this. What if there is a major typo....it do...

Created 24 Mar 04:35pm by Guest

Settings and Directories

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2 Vote

Color Scheme Options

ICANotes has a lot of bright/ white backgrounds that are hard on the eyes after spending hours in the program at a time. It would be nice if there was an option to have a darker color scheme for the application.

Created 1 Feb 07:09pm by Guest

Settings and Directories

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1 Vote

create a popover that could be payer specific for supression of group name and number.

98% of our payer population is WA Medicaid. CD claims are paid based on RAC code (WA Medicaid benefits assignment) but not required on a claim form . By populating the RAC code in the patient demographics insurance group # field it allows us to h...

Created 4 Nov 08:04pm by Guest

Settings and Directories

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2 Vote

Institutional Billing Taxonomy

At this time we have to manually enter both the Attending Provider Taxonomy Code and the Billing Provider Taxonomy Code per UB04 claim. Could there be a function created where the taxonomy codes would be automatically entered onto the claim form?

Created 15 Oct 04:42pm by Christine Wilson

Settings and Directories

0