Alert staff when files are added to client Clinical Documents and Staff Documents
It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
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?
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
almost 2 years ago
in Reporting
1
Future consideration
Allow me to add another Type 2 NPI to my organization and choose which NPI is submitted to a payer. Right now I have to create a separate location for each payer to make sure they get the right NPI.
Melissa Smith
about 1 year ago
in Billing & Payments
2
Future consideration
When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).
Guest
almost 5 years ago
in Clients & Groups
3
Future consideration