Allow org admins to set a staff's calendar preferences
The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.
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
over 3 years ago
in Notes & Cases
2
Future consideration
BCC additional emails when sending payment receipts
If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relat...
When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.