Allow org admins to set a staff's calendar preferences
The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
Set default rendering provider for self-pay clients
Allow me to set a default rendering provider for self-pay clients so that the rendering provider can appear on invoices. Right now I can only set a default rendering provider for clients that use insurance.
Show planned interventions from last note on appointment block
When viewing a client's appointment on the calendar, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
Create graph for closing disposition of the closed Cases report
Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.
Guest
over 1 year ago
in Reporting
1
Future consideration
When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.
Include location in email when appointment is scheduled
Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.
