When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
Send text message to clients when appointment scheduled
When I schedule an appointment for a client I want them to receive a text message rather than an email notifying them that the appointment has been created.
It would be helpful when running a Progress Note Signature Report Status Filter
It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest
almost 6 years ago
in Reporting
0
Already exists
When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.
