In Forms make it so signature and date are next to each other
Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to c...
There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way t...
Allow providers to re-invite clients to the portal
As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest
almost 3 years ago
in Clients & Groups
2
Future consideration
Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
Guest
almost 3 years ago
in Reporting
1
Future consideration
It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again.
Thanks!
Guest
almost 6 years ago
in Notes & Cases
0
Already exists
Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...