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Dream Factory by TruBridge Ideas Portal
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TruBridge Client Center Support categories make sense or be clearer

We need the TruBridge Client Center Support page Create New Situation "categories" to be easier to understand or we need more options or something. I've taken to ctrl+F through the pdf of TruBridge Client Center Support User Guide to attempt to fi...
Cassi Loutzenhiser 3 months ago in TruBridge Client Center 2

Please automatically sign users into the Dream Factory if they are already signed into cpsiQ

It seems an unnecessary step to have to log in again.
Nikki Csiki over 2 years ago in Dream Factory 2 Open for Comment

Please rename "MyCPSI Questions" to "TruBridge Client Center Questions" on TruBridge Client Center

When placing situations about TruBridge Client center, I keep having to search for "MyCPSI Questions". Please change this - it's been over a year since rebranding. Clients should not have to continue to search for and remember old branding along w...
Kelsey Drouhard 24 days ago in TruBridge Client Center 0

Letter Templates to Vendors

to be able to send letters from the AP system that shows the vendor name and address, create one template that can be used to print for one or more vendors at the same time by selecting the vendors. please reach out for more detail. thanks 402.947...
Guest about 1 month ago in Dream Factory 0

TruLearn Updated Courses

I think TruLearn is a great resource to use for training purposes, however a lot of the role based courses are still using TUX. We need new courses that set a standardized workflow of how each role should perform their duties based in WebClient. E...
Caitlin Strapp 12 months ago in TruLearn 1 In Development

pinning situations

I would like to be able to pin or make a list of the situations that I am keeping track of without having to search for them everytime I need to look at it.
Guest over 1 year ago in TruBridge Client Center 2 Product Owner Review

Scheduling from communications

I get oodles of communications from many different people for many different reasons and currently I have to take a screen shot or write all the information down from the communication to be able to call and schedule a patient. I would love to be ...
Alisha Kaup 8 months ago in Dream Factory 0

Report locations advancement

Would like to see increased functionality in the report locations table. Need more felids for that table to include more than 15 characters for the description. Allow to add an address and phone number to the location. Hard to use this table in co...
Guest 2 months ago in Dream Factory 0

Service Status Webpage

Given recent events I feel like a page we could pop on over to that displayed current service status would be beneficial for both the client side and the tech/support side. Since, we would know what's going on and not have to call in just to have ...
Matthew Vinton 3 months ago in TruBridge Other Categories 0

High priority or critical Situations

There needs to be a way to mark Situations has high priority or critical or something to get someone to look at it IMMEDIATELY because if I call in a Situation all that person does is create a Situation on the support portal for me and calling doe...
Cassi Loutzenhiser 3 months ago in TruBridge Client Center 1