Patient Header

Why is date of birth (DOB) not considered an important demographic. This is the THE important demographic after patient name. Our team has to constantly toggle back and forth between the two demographic tabs. Small, but annoying. Please move DOB to important. Or, get rid of important and just have a single page for demographics. Quick fix! Please!

It would be great if PCP and Referring Provider (if different) were always on the header, right under the Primary and Secondary Insurer.

I read about the upcoming change to patient chart ID's: The new patient chart ID format will launch next month as part of the effort to prevent duplicate patient charts. Any new patient chart will use the new format — first two letters of last name + first two letters of first name + 8 random alphanumeric characters. Example: LAFIX60CE29C This is a HORRIBLE idea. The chart ID is long enough already but at least it makes a bit of sense. To change to 8 random alphanumeric characters is a huge mistake. We take online payments that need a chart ID. The chances of someone entering one of the new chart ID's correctly is slim. Please just leave this alone. There is no reason to make changes like this.

Ever since the update on 3/20/25 with the Updated Group Header, we have had issues with scheduling appointments. The primary provider from demographics is no longer the provider that is pre-filled in the appointment scheduling screen. The provider that is in the dropdown is the provider that is prefilling. When contacting support they are saying that this is how it is supposed to work. That whichever provider is in the drop down, that is the provider that will be selected when scheduling the appointment. We have thousands of patients and 2 providers, both working in both of our offices. There is no way our staff would know which provider to put in the drop down to ensure the correct provider was being selected when scheduling an appointment. This is so ridiculous and I can't get them to understand. Will anyone that understands and is having a similar issue please contact support or comment here so they know this a real issue that needs to be fixed ASAP!

Those should remain constantly available at the top of every page for a patient, especially in charting.

It would be extremely useful and time saving if there was a button on the Remittance Report screen next to each remittance that could be checked as 'read' or 'unread'.

It would be useful to have the date that a flag was submitted for a patient to be visible before the flag contents in the medical record. We end up manually adding the date fo the flag entry each time and it gives hisotral context as to when the flag was entered.

Patient intake forms completed through OnPatient should be attached to the patient profile as opposed to the appointment itself. As it is now, patient forms disappear completely if the appointment has been cancelled or marked as a no-show even if the appointment is rescheduled. It is a great inconvenience to re-access the forms in that case. Instead, intake paperwork should be timestamped and added to profile (like the signed consents) so that if forms need to be completed again in the future, clinicians will know when the last forms were completed and be able access them easily if/when necessary.

the new header looks like we went back to the 90's. it is not pleasing to the eye and difficult to find the main information that we look at immediately. For instance, the name and DOB and address do not stand out immediately. The new icon indicating they are enrolled in OnPatient is extremely small and we did not know what it stood for at first. We had to keep our cursor over it to see what it meant. The icons for email, phone etc are way too historic looking. not an appealing retro look at all. Very elementary style. The photos are cut off too. The flags do not stand out. very small. Just does not work at all.