Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago
over 4 years ago
in Notes & Cases
5
Future consideration
It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc.
When invoices are auto generated then we must delete all tho...
1
Future consideration
