Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest
over 3 years ago
in Reporting
1
Future consideration
When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when th...
Prevent progress notes if no treatment plan on file
If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest
over 3 years ago
in Notes & Cases
0
Future consideration
When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest
over 3 years ago
in Clients & Groups
0
Future consideration
When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
When sending a one-time payment link, allow the client to view the invoice that's associated.
Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.