Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
almost 2 years ago
in Clients & Groups
3
Future consideration
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest
almost 2 years ago
in Clients & Groups
1
Future consideration
Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).
Guest
about 4 years ago
in Clients & Groups
3
Future consideration
