Turn on/off automatic credit card receipts for all clients
Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.
Guest
over 2 years ago
in Clients & Groups
0
Future consideration
Display co-insurance in left sidebar when viewing a client's details
When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest
over 2 years ago
in Clients & Groups
1
Future consideration
Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
Change default demographic fields to "Not yet selected"
When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. ...
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration