Ideas

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168 Vote

Download files with file name

Could there be a way to have files download with the given file name (when uploaded; i.e. John D.) instead of the series of numbers and letters (i.e. 25673ndjhkhiudh736837)?

Created 10 Jul 01:31am

Practice Management / Files

4
128 Vote

Ability to delete files OR ability to change the Client

We need a way to delete files. At least from the ORG account. Human error plays a big part in this. It's just too easy to accidentally select someone else's name from a drop down. Someone from the ORG should have this feature. This would save a l...

Created 17 Mar 08:32pm

Practice Management / Files

13
30 Vote

Add Primary Location to all Reports in the Reports Module

The standard reports in the reports module i.e. authorization settings, late timesheets, etc. are incredibly useful, except we cannot see what region they belong. It would be really helpful to have the primary location added as a column to all of ...

Created 31 Jan 07:55pm

Practice Management / Files

0
53 Vote

Download or Print Notes in Bulk Rather than One by One

We were recently asked by a provider to submit all of our learner session notes. In order to do this I've had to click on each note separately and download each file on to my desktop so that I can print or send it. It is an extremely time consum...

Created 6 Apr 05:41am

Practice Management / Files

8
45 Vote

Bulk Print Files/Notes

This would be great if you had multiple files/notes that you need to print. I.E. Intake documents may be in 10 separate files and instead of clicking on each file you can just "check" the select all box and print.

Created 12 Jan 06:43pm

Practice Management / Notes & Forms / Files

0
22 Vote

There needs to be a way for the PDF documents (Session notes) to auto save progress if there is an interruption (e.g. lost signal, etc.)

Auto save needs installed for session notes and supervision notes for accidental closing out of program, signal interruptions, etc.

Created 16 Oct 09:15pm

Practice Management / Notes & Forms / Files

0
29 Vote

To be able to Download multiple files at once

I need to download multiple parts of a scan I had to split because for the 40 MB max, and now I have to re-download them. Can we either find a way to download multiple files at once or make the upload MB max larger?

Created 1 Nov 04:05pm

Practice Management / Files

2
21 Vote

Save signatures

Find a way to save signatures (like in adobe where signatures just have to be dragged into spot) to cut out time for staff that have to draw signature using mouse pads.

Created 1 Jun 01:16pm

Practice Management / Files / Contacts

2
24 Vote

AUTOMATIC SIGNATURE!

Instead of having to write my name everytime it would be AWESOME to have an automatic signature

Created 25 Aug 03:00pm

Practice Management / Notes & Forms / Files

1
25 Vote

Add Ability to Tag Other Users in Notes, Forms, and Files

We are looking for the ability to tag users when creating a file to alert them to the content. Ideally, this would tie into a notification system. If certain notes and forms contain information that is critical and must be viewed by a particular...

Created 3 Mar 10:01pm

Practice Management / Notes & Forms / Files

0