View deactivated staff name under assigned staff in client list
We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest
about 4 years ago
in Clients & Groups
3
Future consideration
Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
BCC additional emails when sending payment receipts
If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relat...
I would like to be able to add special characters. We have a multilingual clientele and we sometimes send them the portal in portuguese/spanish and we need to use special characters but the portal does not allow it.
3
Future consideration
0
Future consideration
