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Status Future consideration
Categories Calendar & Scheduling
Created by Guest
Created on Mar 27, 2023

RELATED IDEAS

Return to the Agenda after creating an invoice or note

If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.

App Type TheraNest App
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  • Guest
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    |     Mar 23, 2023
    When adding invoices, it would be nice to have the option to return to the day you were working on in the agenda. It is currently so many clicks to get back where I was working. It takes me 8 clicks to navigate back and forth when adding an invoice, checking to make sure the CPT/POS codes are correct, adding to awaiting for submission then returning to the next client. Another time consuming task that should have a more efficient workflow option.