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9 results found

  1. Message Center

    Is it possible to have CC and BCC added to the message center. When sending emails to staff I usually like to include the supervisor as well. When sending it in Sharenote it appears that I am sending the email to both individuals. Also, can we consider allowing graphics.

    11 votes

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  2. Add a feature to the bulletiin board that allows for attachments.

    It would be helpful if we were able to upload attachments, grapics, etc to the bullentin board. This is a great way to get information out to the entire agency at once.

    11 votes

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  3. Diagnosis Alerts

    Can diagnosis that are close to the one year mark be displayed on the dashboard under alerts? I know that this can be done by running a report but it would be extremely helpful if it could populate in the alerts as well.

    9 votes

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  4. ALERTS FOR SIGNATURE PROCESS

    PUT AN ALERT ON THE MAIN DASHBOARD LETTING US KNOW THE SIGNATURE PROCESS IS TOTALLY COMPLETE.

    8 votes

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  5. Viewing Tx Plan "complete and signed stauts" of clients without opening the document (as in Ax views)

    Is there a way to view all goals so it makes it possible to know tx plans that are signed or unsigned without having to open the document. We are able to view which Ax is marked complete and signed. Can this be done with the Tx plan/Goal screen for all clts ? Thank you !

    5 votes

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  6. email

    We need a "REPLY ALL" option in the email system, so we don't have to start clicking each name (which usually malfunctions anyway). Pls treat as urgent - Thank you !

    2 votes

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  7. authorization report

    May we add the Insurance Payer Name/Funding Source when making an Authorization Report? As of now, it does not include that important information.

    1 vote

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  8. add information to multiple files at the same time

    Is there a way to add information to multiple files at the same time (contact logs for family members, demographics for siblings, etc)?

    1 vote

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  9. Please add telephone numbers to the daily appointment list.

    Please add the telephone numbers to the daily appointment list. I have to see who is on my schedule then go to another page to find the phone number for that person. This would really help

    1 vote

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