Allow phone keyboard settings to apply to secure messaging
If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.
Guest
about 1 year ago
in Messaging
1
Future consideration
Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.
Indicate if the duplicate client is due to a prospective client
When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
Thomas The Test Engine
about 1 year ago
in Clients & Groups
0
Future consideration
Request appointment location change through client portal
Allow a client to request a change to their appointment location (e.g. from in-person to telehealth or vice versa) without having to cancel the appointment and request a whole new one.
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
over 3 years ago
in Reporting
1
Future consideration
Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest
over 3 years ago
in Reporting
1
Future consideration
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
