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Boards

Under Review

Ability to add the contact information for the Referral source.

Automate sending an email to the "assigned" Care Manager

Add a Date to the Care Plan

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

Organize files into folders

Bulk upload documents into a client profile

Ability to customize the dashboard

In Progress

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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