Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest
over 8 years ago
in Notes & Cases
4
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.
Allow me to group multiple appointments onto the same claim after the individual invoices have already been created. I know I can group multiple dates of service onto the same claim when creating an invoice, but I want to take the individual invoi...
Use Stripe payments without disabling cross-site tracking
The current payment processing method requires Mac users to disable Cross-Site Tracking and Block All Cookies, but I don't want to change these settings.
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest
almost 7 years ago
in Reporting
5
Future consideration