Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
Guest
about 1 year ago
in Clients & Groups
0
Future consideration
Save payroll by rendering provider report to staff documents
When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
Guest
over 3 years ago
in Reporting
2
Future consideration
Require linked appointment when saving Progress Notes
As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
Guest
over 5 years ago
in Notes & Cases
2
Future consideration
In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.
Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.
Guest
about 2 years ago
in Reporting
1
Future consideration
