Erica
My feedback
8 results found
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98 votes
An error occurred while saving the comment -
43 votes
An error occurred while saving the comment I really need this as well! It's so frustrating to have all of my calendar appointments end and have to go back in and restart them. It's hard to choose an "end date" when there is no end date in the plan.
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9 votes
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72 votes
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70 votes
An error occurred while saving the comment When a treatment plan comes due, I would like to continue with the same treatment plan as I had been using with some minor modifications. When I click on "+Treatment Plan" it helpfully carries over the previous treatment plan as a place to begin. Although I can use this space to continue or complete existing goals, I would like a way to add new goals that would pull from the same Wiley Treatment planner section I was working from. Instead I have to create a fake client, make a fake treatment plan for them and search through the objectives and goals to copy and paste them. I prefer to have the Wiley drop downs accessible when adding a new goal!
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125 votes
An error occurred while saving the comment I agree with all of the above. I had to create my own template but it is still a lot of extra work and isn't linked with the treatment plan as it should be.
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55 votes
An error occurred while saving the comment This would be so simple to add and would be a gigantic time saver - not sure why it doesn't already exist!
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66 votes
An error occurred while saving the comment Hello,
I think it would be helpful to be able to run a report of the invoices/charges/etc with the unique client IDs instead of their names. I'd like to be able to share some of the invoice information with my book keeper but I don't see how to do that without sharing the names.
I don't understand why the only option to remind people of intake forms is to resend them. This tends to be confusing because often people are in the middle of them and now there is a duplicate. If I revoke the old forms, I've erased all of the information that they've already put in. I would like a simple remind button.