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
almost 7 years ago
in Notes & Cases
16
Future consideration
My state allows me to pass on credit card processing fees to clients. Allow those charges to automatically be applied to the client when processing a credit card payment.
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...
I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest
over 2 years ago
in Clients & Groups
4
Future consideration