Enhanced Reporting

Some pts are reporting that they are unable to see themselves in virtual appts through Dr. Chrono

Need to have it grouped by date uploaded. Would be easier to navigate for high volume offices.

There is nowhere in the record to add updates to the chart such as documentation of things we have done for the patient, faxed out, done online, etc. Would be nice to have a place in the Documents section to add manually typed notes instead of having to add them to the communication log when they aren't truly a communication with the patient.

Our current work flow is to generate a statement (which puts a copy in onpatient), allow 10 days for patients to contact us with questions, and then run the credit card on file. Sometimes patients do not login to see their statement UNTIL we run the payment. Unfortunately, once the balance has been paid, the statement vanishes, leaving no record that we DID notify them of their balance before running the payment. It also means there is no record of the patient balance in onpatient, so if patients want to seek reimbursement from their HSA for something paid on their CC, they cannot access the statement. The work around is that we can manually save each statement as a PDF and then put it in onpatient, but this is really cumbersome. It would be much better if there was an archive of previously sent statements that they could access.

Loading of reports takes too long. Sometimes 3 - 5 minutes

We've had such a hard time with the daysheet pulling our data. We highly depend on collections on the daily throughout the month to reach goals. There needs to be a reliable way to pull this data without it being down as frequently as it is. We were unable to determine how close we were to our collections goal for the last few days of the month. And I'm unable to pull our end of month collections (broke down by insurance and patient) and charges for end of month reporting. The transactions report (that was recommended to use) does not give me the same data. :(

Lab results should display with the most recent results at the top, not the bottom.

It would be helpful to have the patient statements 'Upcoming Appointment' column able to be sorted by ascending and descending, just like the 'Last Appointment' column. I have been pulling excel reports for over a year now. I need to make sure a patient does not have a balance when a doctor sees them.

When the Day Sheet switched to the Financial Transactions report, we could no longer print a PDF - only export to Excel which makes our process cumbersome. Please bring this feature back.