Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
I would love to have an option for offline progress notes that can still be saved. My therapists do home/community services and there isn't always useable internet connection
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
When I've copied a progress note from the last session, allow me to clear all the prior entries for the Mental Status fields so that I don't have to remove each one individually.
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.