Ideas

It would be extremely helpful to be able to remove/delete principals entered in area. Currently we select an old date yet it is confusing to users. Plus the ability to change the Principal type when the wrong type was selected.

It would be great if we can have a system where we can assign one task and when that one is completed another one is automatically assigned. With this feature, templates would be able to be made to manage many moving parts. (Ex: Client Intake: Tas...

I would like to suggest that if someones time off request and it is approved that they are notified by email.

It would be great if supervisors could set up a data sheet that mirrored the data sheet our staff were using and be able to collect data on our data sheet along with them and then instead of it graphing as a data point it would graph as percentage...

Right now you can be notified by email but not texts. Texts are a much better way to ensure the message is delivered to our staff. This would be a very beneficial feature for us as right now we have to outsource to a different vendor in order to d...

All employees need to be connected to client, ADMIN TIME. It would save time if the connection could be automatic from the Contact Form. Currently only allowed to connect employees to employees.

Increase notification of messages

Currently, administrators have to manually connect patients and employees through the Utilities and Tools setting. I am proposing employees are automatically connected to patients learning trees and notes when they are schedules with the patient....

It would be beneficial in terms of HIPPA compliance. All employees do not need to see certain activity notes. If we could label employees to have access to the activity and call log, that would be very useful. Example: If an activity and call l...

It would be helpful to disable specific steps in a TA if they were no longer applicable, if one step listed was too big and needed further instruction (e.g. washing hands in a bathroom TA needing to specifically be targeted), and for therapist to ...