If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.
Guest
over 2 years ago
in Messaging
1
Future consideration
If I'm working on a progress note and click "save and e-sign" allow me to go back to the note if I need to make changes before signing. The "Back to Progress Notes" button takes me back to all the progress notes, not the one I'm currently working on.
Guest
over 2 years ago
in Notes & Cases
2
Future consideration
When creating a Dynamic Form and inserting the paragraph form element, make the text area larger so I can see more of what I type so I don't have to expand it every time.
When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month...
Allow me to block staff from scheduling in a particular room for a certain day or a certain number of hours out of a day in case the room is getting maintenance or we have an outside guest using that room.
2
Future consideration
