Add address field when adding household members to a client
When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
Guest
about 5 years ago
in Clients & Groups
1
Future consideration
Display column header on each page of printed PDF reports
When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.
Guest
about 5 years ago
in Reporting
1
Future consideration
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult...
Don't have 15-min appointments take up 30-min blocks on the calendar
A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.
Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.
Guest
over 3 years ago
in Notes & Cases
0
Future consideration
1
Future consideration
