Ideas

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27 Vote

Ability to report or sort on a meta-data field.

Meta-data field are created because they are necessary to individual companies work processes. I would like the ability to pull a report for them. We have a meta-data field for hire date but I can't find who was hired in a give month or find any ...

Created 30 Nov 11:35pm

Practice Management / Contacts

2 Already exists
6 Vote

Employee contact access

Hi. Our employees use CR to access patient accounts, including their contact information and we would like the same for employee to employee connections. It would be convenient for employees to access their coworker's basic contact information (na...

Created 12 Mar 11:44pm

Practice Management / Contacts

2 Already exists
8 Vote

Request to add custom principal type field

Is there a way to add custom principal types. The default types are terms not utilized by our company. It is very handy to be able to change other labels/types, such as appointment types. It may be a small detail, but would be a bonus to have the ...

Created 22 Nov 12:53am

Practice Management / Contacts

1 Already exists
7 Vote

Bulk Add to Contact Label

It would be wonderful if we could add identical sessions for all team members tagged under contact labels. For example, we have all BT trainings, and if we could create the session one time, and have it show up on all schedules for employees with ...

Created 28 Feb 07:25pm

Practice Management / Contacts

1 Already exists
5 Vote

Needs a Select all button

When Connecting Providers to clients we need a select all button.

Created 14 Apr 04:27pm

Practice Management / Contacts

1 Already exists
2 Vote

total contacts for each saved filter

i have filters saved used to audit clients who don't have certain meta data filled out. would be great for a total number of contacts that fall under that filter so i can have a quick glance at which filters need my immediate attention. in the s...

Created 1 Jun 05:00pm

Practice Management / Contacts

0 Already exists
2 Vote

. Could we get a general search bar where we just type in a client/providers name without having to click on the people icon? Less clicks = faster work flow. Half the time I know where I want to go, but I have to take extra steps to get there. Thank you!

Less clicks = faster work flow. Half the time I know where I want to go, but I have to take extra steps to get there. Thank you!

Created 30 Nov 05:45pm

Practice Management / Contacts

1 Already exists