StoriiCare
Roadmap
Feature Requests
Changelog

Boards

Feature Requests
422

Roadmap

Under Review

Ability to bulk add notes and/or tags
Feature Requests
Give the option to generate an invoice for a custom date range
Feature Requests
Visit Notes - Ability to remove and rearrange categories
Feature Requests
Ability to set default Note template
Feature Requests
Add workflow for staff to receive email notification when a Flagged Progress Note is posted
Feature Requests
Ability to lock group selector in a form builder intake assessment (with participant creation enabled)
Feature Requests
Billing - See Reason for Failed Payment
Feature Requests
Billing - See more details for a payment with a "Processing" status
Feature Requests
Integration with CRM Welcome Home
Feature Requests
Calendar Export - PNG or JPG
Feature Requests
Compliance Feature - Ability to monitor fields in staff records
Feature Requests
Compliance - Tasks Feature
Feature Requests
Compliance - Form Submissions
Feature Requests
Compliance - Billing Component Population
Feature Requests
Add Activities/Calendar events as a billing source
Feature Requests
A Bulk Action to Run Payment Methods on File
Feature Requests
Add a Payers column to the Invoice Tab - Billing
Feature Requests
Ability to Filter/Search the Invoices Tab by Invoice #
Feature Requests
Ability to Share Forms with Connections Through Storii Family
Feature Requests
Bulk Export Forms PDF - with the option to pick individual forms with checkboxes like we have for CSV
Feature Requests
add a second sorting mechanism in pdf export
Feature Requests
Show staff availability conflicts across custom calendars and activities
Feature Requests
Ability to cancel schedule entries until a specific day/time in the future or change the entry from 'work' to 'leave' when editing.
Feature Requests
Tasks - Default Setting
Feature Requests
Data by Day Export - VS need time added
Feature Requests

Planned

Send email notifying staff when a storiicare profile is created for them
Feature Requests
Enabling Aging Report to reflect outstanding invoices by selected date
Feature Requests
Link some face sheet fields into the Care Plan
Feature Requests
Be able to filter compliance feature
Feature Requests
Monthly Calendar View
Feature Requests
Be able to pull exports on inactive and active clients together
Feature Requests
Export CSV or Raw Data of Compliance Outcomes
Feature Requests
Schedule - Ability to have specific holidays and closures blocked off without having to manually delete schedules
Feature Requests
Storii Family Portal Enhancements
Feature Requests
Group Portal Enhancements
Feature Requests
More formatting options for updating email template
Feature Requests
Create auto reports emailed to staff for pre-determined exports each day (example: financial data for each day)
Feature Requests
Remove Groups when deactivating Participants
Feature Requests
[Message] [Enhancement] Message Improvement
Feature Requests
Data Transfer/Auto Populate
Feature Requests
Improve Messages Feature
Feature Requests
If an attendance is cancelled on the Schedule, the corresponding Transportation should be auto-cancelled
Feature Requests
CRM Usability & Efficiency Improvements
Feature Requests
Ability to select multiple groups at once
Feature Requests
Running Reports on deactivated clients
Feature Requests
Feature Request: Dashboard Group Selection and Birthday List Filtering
Feature Requests
Have a search filter on Notes to find notes containing specific words
Feature Requests
Adding additional filters in Analytics to help see information better especially i.e. filter by tags, locations, staff
Feature Requests
Show average counts in the Monthly Attendance/Absence PDF
Feature Requests
A notification that a payer has credit on their file.
Feature Requests

In Progress

Monthly Birthdays Pdf exports
Feature Requests
Make Register Logs PDF exports sort order selectable, or at least consistent
Feature Requests
Allow staff to edit Groups & Staff Roles even if they don't have access to Business Settings
Feature Requests
[Billing] [Reporting] Add billing/Financial reports & charts that can be exported or viewed in the billing tab
Feature Requests
Exports in alphabetic order
Feature Requests
[Register App] Visitor sign-in option from the Register App
Feature Requests
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