When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
Guest
over 3 years ago
in Clients & Groups
7
Future consideration
Indicate if intake forms are missing when viewing the appointment
Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
As a clinical supervisor of supervisees working within our group as employees & also graduate student interns, it would be nice to have the ability to create supervision notes for the staff I supervise.
Guest
over 5 years ago
in Notes & Cases
2
Future consideration
The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest
about 7 years ago
in Reporting
1
Future consideration
Restrict staff scheduling with certain service types
To enhance the accuracy and efficiency of scheduling and billing, allow practices to configure restrictions on service types for which providers can be scheduled.
