Specify Balance Responsibility on Invoice Aging Report
When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
Make "client" or "insurance" selection more obvious when accepting payment
When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
Allow me to receive a notification if someone views a case that is assigned to me. Sometimes I notice things get changed and I'd like to know who to follow up with about those changes.
It would be convenient if we could block of particular days for certain service types. This should be synced to the client portal so that only that particular service is able to be booked on it's set day.
Currently, when a client schedules online through the client portal, it will not reserve a room (only the building). Since I'm in a shared office location, it would be helpful when I view my "Unconfirmed Appointments" that I could also assign a ro...
Professional external view of appointment availability
I work with many other professionals who are need of scheduling time with me for appointments. Sometimes they contact after hours. Is there a way to provide external professionals a glimpse of my calendar to allow easier collaboration of appointme...
The ' note detail' section in the case note should have the name of the template/document that was completed. This would help us view the appropriate note type that was completed.
For example if staff completed the initial assessment the ' note d...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
On the detailed attendance report, can you add the following to the date range drop downs?
This Week
Last Week
This Month
Last Month
This Year
Last Year
These are easy ways to look at period of time without having to type in the dates.
Guest
over 4 years ago
in Reporting
0
Future consideration