Select which organization address is displayed on intake forms
We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
Guest
about 3 years ago
in Notes & Cases
2
Future consideration
Allow saved credit cards from contacts to show in TheraNest
If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
