When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
Automatically sort staff names alphabetically in calendar staff filter
By default, have the staff names in the staff filter on the calendar sorted alphabetically by last name unless I change it from my calendar preferences.
Display goal and objectives numbers in progress notes
Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.
Guest
about 2 years ago
in Notes & Cases
1
Future consideration
Carryover address from details tab to bill to & insurance tab
If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
