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  1. Export Service Area Report (and other UDS reports) to Excel Format with "Save Rows As"  ·  Not Planned

  2. Contradictory checkboxes  ·  Completed

  3. Changes needed for the Anesthesia Concurrence Report

  4. change the way we handle Min Balance and Min Amt Due in statement window

  5. Reports which can include inactive charts  ·  Completed

  6. Copy existing patient insurance plan information to new patient with same insurance information  ·  Completed

  7. Patient Portal Passwords stored with a hash  ·  Not Planned

  8. Check amount included in Auto Payment Posting Files dropdown  ·  Not Planned

  9. Reporting Enhancement to help practice better track posted items for Practice Revenue Sharing  ·  Not Planned

  10. Discrete clinical data import from patient portal or kiosk  ·  Completed

  11. Chargeslip mail merge  ·  Not Planned

  12. Allow Default Plans Sets to be User Defined by Practice  ·  Completed

  13. Patient intake data that has number values.  ·  Not Planned

  14. Patient Detail  ·  Completed

  15. Sequence Based Collection Balance displayed  ·  Not Planned

  16. Provide user defined merge fields for all letter types  ·  Not Planned

  17. "Mail" Button on Within "Attachments" on Desktop  ·  Not Planned

  18. When entering Family History, reorganize the data fields  ·  Completed

  19. Ability to default Location type in Encounter Header  ·  Not Planned

  20. Improve tracking of appointments that have certain date restrictions/fields with options to view last date of specific procedures  ·  Not Planned

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