Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
Guest
over 6 years ago
in Notes & Cases
16
Future consideration
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
Guest
almost 5 years ago
in Clients & Groups
21
Future consideration