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Notes & Cases

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Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Add service line to specific plans

Ability to add service line to the assessment and treatment plan.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Allow only 1 service type to be added to client appointments

Only allow us to add one service type to a client appointment. Having more than one service is potentially fraudulent and it would be helpful to have that check in place for my staff.
Nadia K Velasquez 8 months ago in Notes & Cases 0 Future consideration