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Increase length of time activities are stored in the Activity Log

Increase length of time activities are stored in the Activity Log. Currently it's limited to the past 60 days.
Guest about 6 years ago in Reporting 0 Completed

Add additional options to client "Gender Identity" field

There are many gender identities to list and some clients are very specific about their identity and it can be invalidating to have to choose a gender that is not correct or say they are “other”.
Guest over 5 years ago in Clients & Groups 0 Completed

Add ability to record payments for inactive insurances

Currently, you can only accept payments from active insurances. If I mark an insurance as inactive and receive a payment from them after the coverage has ended I can't attach that insurance to the payment.
Guest over 5 years ago in Billing & Payments 0 Completed

Select "sex" when adding a payer to a client

When I'm adding a new insurance for a client, if I've forgotten to add the client's sex to their details, then it won't let me save the new payer. Sometimes I fill out most of the fields, but then have to lose my work because I have to go back and...
Guest 9 months ago in Clients & Groups 0 Completed