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Isabela Carag

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  1. 45 votes

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    Isabela Carag commented  · 

    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

    Isabela Carag supported this idea  · 
  2. 188 votes

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  3. 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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