Isabela Carag
My feedback
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45 votes
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Isabela Carag
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189 votes
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13 votes
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Isabela Carag
commented
If the custom forms can be identified as a note, it would make a world of difference.
As of right now, when our providers are using the customized form, it does not even recognize it as note - hence, making it hard to track appointments that need a note. There has to be an option for this.
Also, getting notifications to/from co-signees that a note (custom form) has been attached / signed
Isabela Carag
supported this idea
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Run reports not by payment date, but also by SERVICE DATE.
I can be filtered when a report is run, however, because of that we have to manually check off each as paid to avoid marking off the wrong service date