All ideas

Showing 2011 of 2011

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

Guest almost 3 years ago in Clients & Groups 2 Future consideration

3 VOTE

Report on/audit general and clinical documents

Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a releas...

Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Delete invoice when viewing

If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.

Guest almost 3 years ago in Billing & Payments 2 Future consideration

3 VOTE

Increase character limit of statement footnote

Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.

Guest almost 3 years ago in Billing & Payments 1 Future consideration

10 VOTE

Add "copy from last session" action to Missing Progress Notes report

No description provided

Guest almost 10 years ago in Reporting 0 Already exists

3 VOTE

Show Rescheduled Appointments On Agenda

Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.

Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

Customize navigation menu labels

Allow me to customize the navigation menu labels and tab labels so I can use terms that fit our practice.

Guest almost 2 years ago in Practice Management & Administration 2 Future consideration

4 VOTE

Toggle between client initials and full name on calendar

Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.

Guest almost 4 years ago in Calendar & Scheduling 6 Future consideration

4 VOTE

Report on all appointments

Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.

Guest about 4 years ago in Reporting 1 Future consideration

2 VOTE

Report on service type usage

Allow me to run a report to show how often a service type is used and the date it was last used.

Guest almost 2 years ago in Reporting 0 Future consideration

Please enter your email address

FILTER BY CATEGORY