The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.
Many of my clients do not go by their birth names due to gender transition or they prefer one that was a family given nickname. Billing still needs to go under legal name, but quickly finding them here would be easier if I could have nickname/chos...
Allow me to set a default view for my schedule. For example, allow me to have my calendar default to week view instead of having it default to the agenda view.
Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)
When completing the Mental Status section of a progress note, bring back the drop-down lists that appeared under certain fields. It helped me ensure the text I was inputting was appropriate to the field.
Guest
over 3 years ago
in Notes & Cases
18
Completed
We would like to be able to have a report that could give us all of our clients contact information. Example: If we could get a report with all of our clients emails so we could send them our company newsletter at the same time.
33
Completed
