All ideas

Most companies will have more than one area in which they work can be different counties or even states, we need a way to filter employees based on their location in order to see their schedules and not have to search that employee only. By having...

Also, when scheduling, limit the services in the drop down to those assigned

Is it possible to have client billing notes from the "bill to & insurance info" tab show up in top right corner of the ledger screen, right underneath the "notes" button. This would be very helpful when in the process of creating an invoice or...

I would like clients to be able to send an email in the portal to not only their scheduled clinician but also to other family members that are loaded into the contact network. This will prevent parents that are separated or divorced to not have on...

Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.

Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

should have option to archive or move auth expired auths. otherwise you are going to have this LONG list of expired auth's which at some point will be ridiculously long. I feel like these "bugs" or certain suggestions can be implemented rather qui...

It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesn...

The bulk edit appointment feature is VERY limited. It would be very helpful to be able to delete multiple appointments at once or change the service type or location for multiple sessions at once. Similar to what was offered in AccuPoint.

I would like to be able to filter the All Clients List by location if possible.