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Staff Billing

When selecting the dates to run the report, that actually shows me from the date I selected to the date I selected. I just ran a report where I selected the 10th of the month and it is showing me clients from the 9th. And also show real time of th...
Guest over 7 years ago in Reporting 0 Completed

Color-Code Staff

Allow each user to color-code different staff so they can quickly see the difference between their appointments and the appointments of another clinician.
Guest over 7 years ago in Calendar & Scheduling 0 Completed

Notes for Billers

adding a page for billers to add continuing notes based on follow up
Guest over 7 years ago in Clients & Groups 0 Completed

Access Client details from calendar

I'd like to be able to access a client's details from the calendar. For example, clicking on the client's name would bring me to the client's details page.
Guest over 7 years ago in Clients & Groups 0 Completed

Show who made changes

If multiple people are using the same calendar, make a section that shows who was the one who edited the client/information/appointment details.
Guest over 7 years ago in Practice Management & Administration 0 Completed

Move banners that appear between agenda/invoice/payment screens so they do not block ability to click on necessary buttons (edit invoice)

The banners that appear after you've created an invoice from the agenda that say "invoice saved' block the buttons you need to advance to the next screen until the banner disappears. Move the banners to a location onscreen where they don't block b...
Guest over 7 years ago in Billing & Payments 0 Completed

Add Electronic Signature on desktop edition

I noticed we can select electronic signature on the mobile app but not on the desktop version. Would be helpful to have for all documents requiring signatures, both clinical and client documents. Thank you.
Guest over 7 years ago in Practice Management & Administration 0 Completed

A forward and backward button beside the date selection on the agenda page

Please add navigation buttons on the agenda page to go back and forward one day at a time.
Guest over 7 years ago in Calendar & Scheduling 0 Completed

Allow change to open available day without it recurring

Some weeks I like to open a few hours on another day of the week that I typically do not see clients. Sometimes I want it to display online but other times I just want to override my typical schedule to put a client in for emergency appointment. I...
Guest over 7 years ago in Calendar & Scheduling 0 Completed

Have navigation arrows next to "today"

so that we can quickly navigate through the week rather than having to open the calendar and select a day. I also miss being able to see all of my appointments for the week in the old view by clicking the show previous option. It would be great to...
Guest over 7 years ago in Calendar & Scheduling 0 Completed