When creating an event on the calendar and selecting the staff member, I am unable to change the staff after I've saved the event. Allow me to edit the event and change the staff member.
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
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.
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.
Indicate if the duplicate client is due to a prospective client
When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
Thomas The Test Engine
about 1 year ago
in Clients & Groups
0
Future consideration
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
over 3 years ago
in Reporting
1
Future consideration
1
Future consideration
2
Future consideration
