Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Megan Bolton

My feedback

4 results found

  1. 20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Megan Bolton supported this idea  · 
    An error occurred while saving the comment
    Megan Bolton commented  · 

    It would be helpful to be able to access client notes and other profile information by clicking on an archived client's name without having to re-activate the client.

  2. 42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Megan Bolton commented  · 

    In our practice, we have multiple people who provide direct and indirect services. It would be helpful to allow someone to have administrative options to manage indirect issues like billing, scheduling, etc., but still have an option for their direct service notes to be sent to a supervisor. Currently, if someone's permissions are marked for administration, you cannot select that their notes require supervisory review.

    Megan Bolton supported this idea  · 
  3. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Megan Bolton commented  · 

    Instead of listing the service duration in minutes on the detailed attendance report, it would be helpful to list them in hours.

    Most of our billing and our payroll information has to be done in hours, so it would save time to list hours instead of minutes, rounding to the nearest quarter hour.

    Megan Bolton supported this idea  · 
  4. 110 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Megan Bolton supported this idea  · 

Feedback and Knowledge Base