If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scrol...
Guest
over 4 years ago
in Notes & Cases
2
Future consideration
Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills
about 6 years ago
in Reporting
3
Future consideration
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest
almost 4 years ago
in Clients & Groups
3
Future consideration
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
Sara McClure
over 2 years ago
in Billing & Payments
0
Future consideration
Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest
over 6 years ago
in Reporting
3
Future consideration
Add automatic signature line and ability to highlight and copy text from messages in secure inbox
It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go ...
The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration