Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank o...
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
Guest
about 2 years ago
in Reporting
3
Future consideration
8
Future consideration
