Leah Berry
My feedback
108 results found
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61 votes
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63 votes
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77 votes
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107 votes
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137 votes
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2 votes
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5 votes
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34 votes
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10 votes
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24 votes
An error occurred while saving the comment It would be great to be able to add a session note to the task list for each session that's completed. There are a few ways this could be done, but the best way I can imagine is for it to be an option from the "Agenda" view when you click the "Add Progress Note" button next to a session. There could be an additional option to "add note to task list" and clicking that would generate a task for that note associated with that client.
There could also be an option for a task to automatically be created when a session is complete.This would make it easier to keep track of which notes need to be completed without having to run a report.
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61 votes
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179 votes
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187 votes
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631 votes
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16 votes
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55 votes
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98 votes
An error occurred while saving the comment Allow me to send reminders to clients to complete forms that are shared with them in the portal.
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11 votes
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132 votes
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29 votes
Provide an option for a link or embedded website interface for new clients to be able to schedule a new client appointment without having to create a portal account.