Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...
Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...
Guest
over 3 years ago
in Notes & Cases
2
Future consideration
Opt out of chat messages when a user is deactivated
When a staff member is deactivated, a message pops up in our practice chat saying the staff member has left the conversation. Allow me to opt out of having these displayed because they clutter our chat.
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
over 4 years ago
in Reporting
0
Future consideration
0
Future consideration
2
Future consideration
