All ideas

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...

Staff members assigned to the client should have access to all cases, even when not assigned to the actual case. This is causing a lot of back and forth between our admin and clinicians. Assigned clinicians should be able to review the clients ent...

Hello, I wanted to use the "send & copy to contact log" feature but cannot identify which case I would like to attach to. Is there a way to have some identifiers show up for this feature. For example, the service type assigned to the case wou...