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344 results found

  1. Client Module> Referent

    In the client module> contacts tab can the referral check box be defaulted to yes instead of no? It causes inaccuracies when running report 3540 at the end of the year to see who our are top referrals are. We usually only use this tab for this purpose and this button can be easily missed by our admission team.

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  2. import

    Adding more fields to the import feature would be very useful and cost effective. In particular, we would like to be able to import assigned staff, program, diagnosis and payer information along with the fields currently available for import.

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  3. Adding Categories for Locations

    Categories for Locations would enable the ability to apply a hierarchy to Locations. This could be expressed as Regions, Districts, or other suitable labels to allow the systematic grouping of Locations for reporting purposes.

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  4. Fax window remain open

    It would be nice if the fax window would remain open and allow us to update a client profile while having the fax open to view. Currently, I have to either save the document then reopen it in order to then go into the client profile to update the info. Just an idea

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