When sending a one-time payment link, allow the client to view the invoice that's associated.
Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
When viewing a client's initial assessment, allow me to see the date the document was created so I don't have to go into print mode just to view this information.
Guest
over 3 years ago
in Notes & Cases
1
Future consideration
Include option to view start time only on Calendar
Change it back or give us the option on the calendar view so we do NOT see both start and end times of appointments leading the client names being hidden/unviewable due to the times taking up all the space.
Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointm...
Recognize Client Payment has Already been received when using "Process Payment Adjustment"
It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
3
Future consideration
0
Future consideration
