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Shinelle Oglesby

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  1. 7 votes

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  2. 10 votes

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    Shinelle Oglesby commented  · 

    We need to generate data on clients we treat based on diagnosis. Need a report that will show the percentage of clients who have ptsd, depression, bipolar, opioid use disorder, etc.

  3. 95 votes

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  4. 11 votes

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  5. 14 votes

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  6. 34 votes

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  7. 72 votes

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    Shinelle Oglesby commented  · 

    Send automatic statements clients on a monthly basis

    How this would work is there could be an option on the settings tab where a user could elect to have monthly or quarterly statements sent directly to cllients by email and/or a link to the client portal

    With another selection to have a regular statement or a superbill to clients.

    This is neccessary so that each client is made aware of their bill without the user having to create an invoice for each client.

    Shinelle Oglesby supported this idea  · 

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