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ASHLEIGH GEISSERT

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  1. 4 votes

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    ASHLEIGH GEISSERT supported this idea  · 
  2. 25 votes

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    ASHLEIGH GEISSERT commented  · 

    don't allow multiple appointments for the same client on the same day
    Similar to an after-hours alert, can there be an alert that lets you know that the client you are attempting to schedule has already been scheduled for that day? This would cut down on same-day appointments being schedule for the same client, which Insurance never covers.

  3. 55 votes

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    ASHLEIGH GEISSERT commented  · 

    This is a super piece of information that should be displayed alongside the client balance and insurance balance on the clients search page. Should be an option on "customize grid." Right now we have to rely on abbreviations in the client's preferred name so we can even hope to notice it, but it isn't always that easy to search up and doesn't catch the ones we miss, especially insurance credits.
    It would be very helpful and time saving and would help us stay inside legal limits to make sure we return overpayments in a timely manner.

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    ASHLEIGH GEISSERT commented  · 

    It would be really helpful if we could customize the client details grid so that it also displayed client credit amounts. We need to be able to search up client credits.

  4. 24 votes

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    ASHLEIGH GEISSERT commented  · 

    Really really liked the old website design better. Please go back to the old design

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  5. 36 votes

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