I'd like to see a report view feature that will allow you to see different payment types without going into each case one by one. For example, I will service 20 individuals in a day. I'd like to be able to see who and how much was charged to credi...
Organization setting to prevent double bookings for providers
As an administrator at my organization, I want to be able to set whether therapists can be double-booked rather than therapists being able to control this setting on their own.
I have specific hours that I work and don't want my office manager to be able to schedule outside of these hours....BUT occasionally I have an appointment or day that I want to open up for a special occasion. It would be nice if I could do that wi...
It would be very helpful to be able to See the INVOICE number in the Ledger. Many clients send checks and reference invoice number only, not DOS and emails requesting information about a specific Invoice but no DOS. You have to look at every open ...
Add a column for next upcoming appointment on client list
would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna
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