new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
It would be nice if there was a "privacy mode" (not just in the calendar tab) that showed only client initials in the agenda, notes, etc - this would allow for using theranest even in settings in which others might be able to see the screen.
Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
Guest
about 3 years ago
in Notes & Cases
0
Future consideration
As an admin, allow me to set the amount of time a user is logged out due to inactivity. The amount of time needs to be less for front office staff, but it can be more for people who work in the back office.