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Boards

Under Review

Dashboard Feature

Ability to add the contact information for the Referral source.

Automate sending an email to the "assigned" Care Manager

Improved QBO Integration

Tag contacts based on their relationship with the client

Ability to print the Facesheet

Pin the primary contact at the top of the Contacts list

Click a button to indicate that the billing address is the same as the primary address

Set-up communication alerts to specified users

A drop-down menu for contact "relationship"

CRM functionality

Default billing rate per client

View to track all the leads we have for potential clients

Set a default billable rate for each client

Planned

Can you take the seconds off the time feature?

Organize files into folders

Ability to customize the dashboard

In Progress

Bulk upload documents into a client profile

Filter clients in Invoicing

Could we get care manager name attached to documents, ie, tasks, notes and files.

Mileage & expense logging

As a user, I want the client goals to auto-populate based on the care planning AI generated goals

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