Sheena Kendrick
My feedback
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222 votes
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39 votesSheena Kendrick
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23 votes
An error occurred while saving the comment Sheena Kendrick
commented
Please allow the ability to archive a Prospective Client on the Prospective Client List instead of having to activate, then archive from the Active Client List.
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20 votes
An error occurred while saving the comment Sheena Kendrick
commented
The new enhancement to search the entire Client list using the "All" filter is wonderful, as is the addition of the action button "Archive/Unarchive" in the array. However, I find it quite frustrating that we cannot see the data for Archived clients in the columns in the list. It is quite common for us to need to look up an archived client's Date of Birth or just to get a phone number, but the new functionality blocks this important data with an "Archived" label in the display. I will submit a new enhancement request for this basic data to be unmasked to workers from having to unarchive then re-archive just to access basic but important demographic data.
Allow staff permissions for Billing not include the Billing Reports or Revenue Reports. I do not wish to have my other therapists to see this information on their end, but would like them to have the ability to still create invoices and ediany billing as needed. Thank You.