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
almost 5 years ago
in Reporting
1
Future consideration
Clarify "Notes" Text Box Purpose on Appointment Window
Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not pro...
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
almost 4 years ago
in Clients & Groups
1
Future consideration