Toggle between client initials and full name on calendar
Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.
Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.
Guest
about 4 years ago
in Reporting
1
Future consideration
Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
Guest
about 3 years ago
in Clients & Groups
2
Future consideration