When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
Guest
about 3 years ago
in Clients & Groups
7
Future consideration
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest
about 9 years ago
in Clients & Groups
4
Future consideration
Allow me to add more than one authorization number for a client. We get separate authorization numbers for each service type we use and I need to be able to link the auth number to the service type for the appropriate invoice.
Guest
over 3 years ago
in Clients & Groups
4
Future consideration
Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
Guest
over 9 years ago
in Clients & Groups
2
Future consideration
4
Future consideration
