When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
over 4 years ago
in Reporting
0
Future consideration
I work at a practice in which we work with adoptees across the lifespan. While I appreciate the Wiley treatment plan options for adolescent therapy in regards to adoption, we know that adoption impacts people at all ages. I would love to see an op...
Guest
10 months ago
in Notes & Cases
1
Will not implement
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...