When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
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
Create a report that contains the names of the clients, Therapist and the date they were last archived.
Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest
over 4 years ago
in Reporting
1
Future consideration