Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.
When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Separate supervisory review setting for progress notes and treatment plans
Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...
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Future consideration
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Future consideration
