Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
Guest
over 6 years ago
in Clients & Groups
3
Future consideration
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
Populate authorization on the invoice based on the date of service
Have the authorization populate on the invoice based on the appointment date of service. Sometimes I may create an invoice for a past appointment and the insurance has changed.
