When we enter client details or insurance it would be nice if the information was automatically saved like a word document. It is difficult to always press the save button and it will save time if it would automatically keep the information

This would be grand- same way as the notes page auto-saves or "draft" saves. Any way to combine the votes here to the other similar request?

When moving between screens in the client information, warn the client to save or they will lose their information. Clients are telling me they think it's autosaving and then see the information is not there.

Auto-Save!! The written warning at the top is not enough.

I have had several instances of entering client details and having the data lost because I did not save. This can happen if you are entering data and then hit the "add insurance" button or if you need to go to setup to add another referral source or if you just get sidetracked. It would be nice if there was either an autosave feature or a warning that data has not been saved.

I vote yes on this idea as well!

I am only still testing this software, but I notice there is a message saying you changed something and need to save - but often it is scrolled off the screen (it only appears at the top). After the first save, it really should auto-save like the progress notes do.

I keep forgetting to click SAVE before moving on to another screen when entering a new patient's details. Auto save would be great, or at least a dialog box that says "You have made changes to this page ... Click SAVE to preserve the changes, DISCARD to discard the changes, or CANCEL to do nothing.

Please do autosaving on all pages as you do on the appointment page