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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

claims

Should have a note area for ea claim
Guest over 2 years ago in Notes & Forms 1 Already exists

Have similar drop menu options for client and staff documents

would like to have same drop menu options as well as editable, for documents under client as well as staff.
Guest over 2 years ago in General 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

Single input for parent/guardian on forms

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

Link contact us section on our website to Intake form

No description provided
Guest about 3 years ago in Notes & Forms 0 Future consideration

Report that pulls Billable and NonBillable Time

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...
Stephanie 2 months ago in Scheduling 0 Started

Enter a progress note from the schedule view

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. ...
Stephanie 2 months ago in Notes & Forms 0 Started