All ideas

Hello, Suggestion: It would be ideal if we did not have to remove signatures from progress notes or delete invoices in order to update an appointment service type. Is there a way to just have the update cross over into the already signed progress...

Allow the company to determine the number of Places of Service that they need for the company. Slim down the list so errors are not made. Instead of it being a determined list, let the company chose which ones apply to the company and add only those.

It would be great to manage the scheduling through APIs. That way I could develop different to synch with other payroll companies, creating the appointments automatically based on my own calendar, etc.

Assigning codes is a great feature, however, in using it, I have realized that there are more service types to "assign" rather than "not assign". As an admin person think it would be more efficient and less time consuming to have access in having ...

Is there a way to provide different levels of access to where you assign certain notifications, access, etc. according to job title/level?

Can you add a check box to toggle on and off show canceled shifts on calendar, (like you have show non-client events and show travel appointments). Showing canceled shifts gets confusing when you are trying to reschedule staff if there are client ...

Having the service type show on the note would be useful when using these notes as proof of the service occurring.

When a case is closed and there is an attempt to review the progress notes from the side pane "notes" icon, it automatically creates a new case. Can this be fixed so that cases are not created unless we actually select "case".

Is it possible that we have the option to create a signature block for client messaging. This would be helpful so that we dont have to type it out each time we send a message and the clients will be able to identify the department or specialist th...

Client flags on the details tab, under "client details" at top left does not show the entire message associated with the flag. It seems that the message is cut off and all information associated with any flag is very important to everyone so hopin...