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Tasks (13)
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Completed Activities (1)
Give the option to generate an invoice for a custom date range
option to input starting and ending dates.
1
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Billing
·
under review
2
Compliance - Form Submissions
"Has X form been submitted for X participant(s) within X time period"
1
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Compliance
·
under review
4
Ability to bulk add notes and/or tags
1
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Schedule
·
under review
1
Visit Notes - Ability to remove and rearrange categories
We added custom categories, but they're at the bottom. I want them to appear at the top where they are clearly visible or have the option to remove categories we don't use.
1
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Notes
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under review
1
Ability to set default Note template
The note templates are great, but they must be loaded each time. Could there be an option to set a specific template as the default so that it automatically loads when a staff member clicks on Progress Notes?
1
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Notes
·
under review
1
Add workflow for staff to receive email notification when a Flagged Progress Note is posted
1
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Workflow
·
under review
3
Billing - See more details for a payment with a "Processing" status
Some of our payments say "Processing" for a long time. It would be helpful to see the date a payment was initiated so we know how long the bank has been processing it for.
1
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Billing
·
under review
2
Bulk Export Forms PDF - with the option to pick individual forms with checkboxes like we have for CSV
1
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Forms
·
under review
5
Integration with CRM Welcome Home
We use this CRM and would love an integration to avoid double-work.
1
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CRM
·
under review
1
Calendar Export - PNG or JPG
We like to include an image of the Calendar in our email newsletter. We've tried taking screenshots, but the resolution isn't great.
1
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Calendar
·
under review
1
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