When creating a Dynamic Form and inserting the paragraph form element, make the text area larger so I can see more of what I type so I don't have to expand it every time.
Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...
Guest
over 4 years ago
in Clients & Groups
0
Future consideration
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
Make exceptions for conflicts with recurring appointments
Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest
over 3 years ago
in Notes & Cases
3
Future consideration
When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.
Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.