Select which organization address is displayed on intake forms
We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
Guest
about 3 years ago
in Notes & Cases
2
Future consideration
Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
There are several interventions, such as "weight control/loss," that we don't use, but can't be deleted. They make it more difficult to find the interventions that we've added and use frequently.
Guest
6 months ago
in Notes & Cases
0
Future consideration
We just started the automated invoiceing, so far we like it, but we would really like to set a start date. So we started doing our billing in house on April 1st, We would like to set it as that, so if I delete an invoice from a ledger, it doesn't ...
0
Future consideration
