Ideas

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321 Vote

Company Wide Notification Post

It would be great if there was a feature to post company shout outs so that staff see it when they log in on their dashboard. It could be useful to give payroll reminders, recognition, holiday reminders and positive feed back for staff. This can h...

Created 29 Dec 06:58pm

Practice Management / Dashboard

21
55 Vote

Notification on Dashboard for Un-signed Timesheets

We would like to have added to all user dashboards in the notifications a listing of all timesheets un-signed by client, or a shortened list or alert with the count and a direct link to unsigned timesheet. We need to make this more visable to use...

Created 10 Nov 05:37pm

Practice Management / Dashboard

1 Planned
39 Vote

Change default privacy setting for activity/call log

Right now any additions to the call/activity log are automatically set to "me only" privacy. This is great for security reasons, but employees often forget to change this setting and we are unable to view notes on the chart. It would be nice if ea...

Created 2 Dec 07:32pm

Practice Management / Dashboard

1 Planned
34 Vote

Bigger date range viewable for history

We would like the ability go back further in a client's history to see when something was done/by who. Could you make a date range of say 30 days available?

Created 2 Dec 07:58pm

Practice Management / Dashboard

1 Planned
27 Vote

Organization Bulletin Board for company notices

It would be really great if we can have the ability to post company wide information/notices on all employee's dashboards like a bulletin board.

Created 5 Jan 09:17pm

Practice Management / Messages / Dashboard

0
25 Vote

We would like the option to add the tasks widget and other widgets to an employee's dashboard

Currently within the employee dashboard there isn't a way to add a tasks widget so we can see all tasks assigned to that employee. We would love to see this and other module's added as widgets on the Employee dashboard.

Created 15 Feb 05:12pm

Practice Management / Tasks / Dashboard

1
25 Vote

Lock button for widgets

Widgets on facesheet moving around. Is there a way to lock them?

Created 5 Dec 04:58pm

Practice Management / Dashboard

0
12 Vote

Payor info: Deductible/out of pocket max

On the payor info section for a client, it would be beneficial to add fields for the individual deductible, family deductible, and out of pocket max (for both in-network and out of network) just like how there is a field for copay. In addition to ...

Created 10 Apr 06:04pm

Practice Management / Dashboard / Billing / Contacts

4
8 Vote

Allow employees to see their own productivity

It looks like employees can not see their own productivity widget unless they are given an admin permission. We would like the option to give employees the ability to see their own productivity without this admin permission. It's helpful for emplo...

Created 7 May 05:33pm

Practice Management / Permissions / Dashboard

1
15 Vote

Notes and Forms Widget for Employees / Courses and Training Widget

Please add the notes and forms widget to employee face pages. Additionally, the Learning Tree and Session Widget on Employee Face pages shows only Learning Trees and Sessions that they are connected to. Learning Trees/Sessions created FOR the em...

Created 3 Mar 08:18pm

Practice Management / Dashboard

0