Display status of client portal invite in client list
Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred ...
Guest
over 5 years ago
in Clients & Groups
0
Future consideration
Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.
Ignore date range when running the closed cases report
Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest
over 2 years ago
in Reporting
3
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
about 3 years ago
in Clients & Groups
1
Future consideration