Most of my clients are independent with activities of daily living. Rather than having to click through 13 drop down menus, it would be nice to have a box to check to mark them all as independent.
Automatically send intake forms when a new client is created
Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
Pull forward the date from the CARC transactions as the payment date
When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...
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Future consideration
