Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Add a way for client services, office manager, or secretary to mark that client has arrived and checked-in for their appointment to reduce the need for frequent checking of the lobby or interruptions to sessions. Send an alert to the staff member ...
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
Include Spanish language for notes and treatment plans so Hispanic patients and Hispanic professionals could read and answer the questions such as client's portal, etc Thanks
Add Location filter to Payroll by Rendering Provider Report
Add a new Location filter to the Payroll by Rendering Provider Report. which would enable payroll to be better managed and divided out per location for each provider.
Disable appointment reminders after appointment confirmation
If a Client confirms an appointment via an appointment reminder, add a setting to disable subsequent appointment reminders for the Client's appointment.
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
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Future consideration
