Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest
almost 10 years ago
in Clients & Groups
49
Future consideration
Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.
When viewing the calendar, it's hard to distinguish between the cancelled appointments and other appointments because they appear in the same bright color. Have a way for the cancelled appointments to still be shown on the calendar, but with a gre...
Allow me to block off recurring or single non-clinical events on my calendar so appointments can't be scheduled during that time. Then, when I create a recurring appointment for a client, have it skip over the days that I'm not available and sched...