Automatically send intake forms when a new client is created
Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
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?
Alert staff when files are added to client Clinical Documents and Staff Documents
It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
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Future consideration
