Auto populate intake date for the first kept appt.
It would nice if the intake date was autopopulated for the first kept appt instead of autopopulating for the first appt scheduled. Its kinda hard to remember that you have to go back and change the intake date if the very first appt gets canceled.
Guest
about 2 years ago
in Clients
0
Future consideration
Ability to add Documents for Prospective Clients and additional details
Hello, I'm looking for a way to upload PDFs for prospective clients specifically. In the prospective clients section would be ideal! It would also be wonderful to add a section to list the parent's name for a prospective client as well :) .
Thank...
Guest
over 2 years ago
in Clients
0
Future consideration
I would like to make where parent/guardian can be put on all forms. Or a data point can be flagged as all forms and work like the Clients full name tab after first input.
Guest
about 3 years ago
in Notes & Forms
0
Future consideration
It would be beneficial to have a report that shows how much billable and nonbillable time every employee has. This would help the administrative team to determine where we are not being efficient or target ways to decrease nonbillable time.
Emily Felix
2 months ago
in Reporting
1
Already exists
Navigate back to saved view when adding progress notes
We need a way to be able to go back to the agenda on the day we were previously on when adding progress notes. Currently you add the progress note and then have to go back to the schedule and redo everything just to get back to the day and notes y...
Please allow to write a progress note from the schedule and when adding a note from the agenda add a way to get back to the agenda with your filters on so you do not have to go through the entire process to get to the day you need to enter notes. ...