Jaime 1Telfeyan
My feedback
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22 votes
An error occurred while saving the comment Jaime 1Telfeyan
supported this idea
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51 votes
An error occurred while saving the comment Jaime 1Telfeyan
commented
I would like to suggest making the Task List more intuitive. Perhaps having the task list turn bold when there are outstanding tasks. Also having it notify you of outstanding appointments that need to have their attendance/status, notes, and invoice completed. Rather than requiring that we put the task in to be reminded of it, just have it populate for us with our to-do's.
Jaime 1Telfeyan
supported this idea
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28 votes
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4 votes
An error occurred while saving the comment Jaime 1Telfeyan
commented
Adding a clts credit to the ledger screen does not help with seeing the credit while pulling up a batch of payment. It would be incredibly beneficial to have the clients' name show up green or have a notation of an existing credit without needing to click on each client's ledger. We process over 100 payments a day and clicking each client isn't truly feasible for us. Thank you for considering this.
Jaime 1Telfeyan
supported this idea
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If it is not possible for a therapist to edit an appointment status after the invoice is created, please make it something allowable at the admin level. Often times someone (we have over 80 therapists here) will miss that step and then we are blocked from correcting it for them. Its leaving us with inaccurate "Kept session" counts.