When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest
10 months ago
in Intake Forms
0
Future consideration
new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see ...
Guest
over 6 years ago
in Clients & Groups
8
Future consideration
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
8
Future consideration
