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.
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.
Don't update close date when closing a reopened case
If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest
about 3 years ago
in Notes & Cases
4
Future consideration
4
Future consideration
