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
Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest
over 3 years ago
in Reporting
1
Future consideration
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
2
Future consideration
