A2C Medical
205 results found
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Filter Inactive patients on the referral report
It would be wonderful when pulling a referral report to have the option to view only ACTIVE patients. 2 options - One, Having a check box when are adding dates to check active patients only. Second, you could have a column option to check ACTIVE ONLY patients. Thank you so much.
2 votes -
Please add "Invoice State" to the Billing : Base : Charges report.
One way we use this report is to see if any CPT codes are at $0.00 payment (to catch billing issues). It would be good to be able to see if those are at "pending" or "bill complete" to know if we need to look further.
Thanks,
Jody2 votes -
SELECT ALL
SELECT ALL
Would it be possible to make a Select All option in on reports, especially the Base reports.
2 votes -
Unable to Change/Delete Saved Credit Card on File
We need to be able to change this fairly regularly and are unable to do it. We can run the transaction on the new card, but it won't save it as the new card on file. AND, if you continue to try saving it, it charges the card multiple times.
2 votes -
Telehealth - Indicate an appointment is telehealth and launch from A2C
Could there be a way (other than schedule color/appointment type) or case or visit symbol to indicate telehealth and be able to launch the telehealth website from the client case? E.g. we put the link to the telehealth platform somewhere in A2C and then we can launch the website from the client visit or charges screen or case?
We already use all of our schedule colors/appt types for Insurance based classifications and are using the visit and case symbols for other things that would not allow for this type of use without stopping the other uses.
Is there any way…
2 votes -
Schedule Report Runs
Could we please get the functionality to set specific reports with specific settings to run automatically and email us or give us a pop-up notice in A2C when ready?
We have several reports we run that would be really helpful to run automatically so that we don't forget to run them or so that the data doesn't change by the time we run them.
E.g. We track most of our statistics on a weekly basis and our week ends on Saturday at 5pm. We have only have one person in the office on Saturday and none of our admin staff,…
2 votes -
PRINT ICON ON B NOTES
I would like to see the billing notes in a separate floating window the same way the C, V and R note windows pop-up. I would also like a print option on the B note window that will print all notes for the account.
With the new B note opening in a new tab, it is difficult to write notes without seeing the case information. And, in the new tab, I can only print a 'screenshot' the of notes on the account. My work requires all billing notes from the account, not just what is on screen.
2 votes -
Allergies
Is there a place to add allergies both in the eval and ongoing
2 votes -
Add symbol from Visit summary in Case
Add Symbols from the "patient visit summary"
It would be really helpful if we could schedule appointments out a few weeks, and make note right from the case if the single visit requires a symbol (Complete outcomes form)
Rather than have it show up on each visit, we want to customize a single visit.2 votes -
Charges and Documentation Screen
Provide a free text box in charges and documentation screen to provide information to clinical regarding the patient. For example, a patient only has 20 visits per calendar year - watch visits, or any other form of communication pertinent to the plan of care
2 votes -
Binder as Master Record for key info
We hare having issues with data consistency issues that would be fixed by having a single source of info.
Could the binder contain the master info and be able to override case specific info:
Name
DOB
Address
Phones
Emergency Contact Info
Marketing Preferences
Documents that are global and not specific to a particular caseWe often find that a DOB is incorrect in one of multiple cases, or that the address is spelled differently, or it takes a long time to find an attachment that is in one of 8 cases.
It would be really helpful if we could specify…
2 votes -
Waitlist Communication and Management
The waitlist is helpful, but we are struggling with documenting our actions and communications so that the next person who looks at it is able to know what is going on.
The note section in the waitlist cannot be updated after initially entering the client on the waitlist without it also changing the dates, this has caused a lot of confusion in our office and caused us to reach out to clients who no longer have valid wait list requests because staff didn't realize that every time they added a note to the waitlist that it was pushing out the…
2 votes -
Package Tracking for ease of pre-pay service handling
Could A2C add a pre-paid service package tracking option. We have several services that we sell packages. Private Pay physical therapy, Massage Therapy, Pilates/Personal Training Sessions, and group classes are sold packages of sessions. E.g. 6, 10, 12.
A2C doesn't offer any ability to track this currently, and the package rates are different based on the service and the quantity. Whenever a client comes in the front desk has to check their past charge and the case note to piece together what is happening and what charge to apply to the client, and if they pick the wrong charge code…
2 votes -
Doctor/Referral Salutation is not available
Please add Doctor Saluation. E.g. Ms., Mr. Dr., etc. to the contact info for doctors.
It is important to for us to address doctors professionally and the system provides no place for this information, so when we send letters out to them there is no way for us to address it to Dr. James Smith, MD. It just says James Smith, MD when we use the excel download.
Many doctors get upset with us when we do not address them correctly on the phone or via mail, and generally is makes our office look less professional and hurts our reputation.
…
2 votes -
therapist -notes missing signatures
When looking at reports, Therapist Notes missing signatures, is it possible to include in the right click options to Open Case? Only can open note. I am having to open the case to see if a duplicate or not, and if it needs deleting instead of signature.
2 votes -
Executive: Script Utilization Report Needs Script End
Could the Script End Date be added to the Executive: Script Utilization Report. This report has a lot of useful info on it, but we then have to look for the script end date elsewhere.
2 votes -
Requesting 2 new Insert Parameter fields
Hello,
To help us be more accurate and efficient in the messaging area, we would like you to please add two 'Insert Parameter' fields:
1) Enrollee ID (from Policies tab)
2) Master Case Number (for patient portal) - if we email a patient the Patient Portal invite from one case, but it is not their master case, the case that you are emailing from populates as the "account number" for them to use on the patient portal. If there was a "master case" field that was pulled from the Binder - this could accurately be placed into any email that…2 votes -
Lead Tracking - Pre Referral
It would be really helpful if we could log potential clients into the system as "potential patients" so we can track our leads and then convert them into a patient once they schedule. We track these separately in an excel spreadsheet and it would be really helpful to have them in A2C and be able to track when they first contacted us, what marketing efforts were involved, our contacts to them, etc, without having them show up as a patient and skew our other reports.
It would be helpful to see the name, referring doctor (if relevant), the contact date,…
2 votes -
New view option not ideal for viewing past documents
under the new views in the documentation window past documents are barely showing. When switching to legacy fonts they go back to a more normal and fuller view but it'd be nice to have the option to change that window size or just view more without taking that step.
2 votes -
font sizing
The font size in V5 is much bigger and being able to change the size would be great
2 votes
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