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Same Address & Billing Address checkbox

When the clients address and billing address are the same it would be nice to have a check box vs having to duplicate the typing.

Filter clients in Invoicing

I would like to be able to filter "Active" clients in Invoicing.

in progress

Can you take the seconds off the time feature?

planned

Ability to customize the dashboard

we want to display how many clients and prospects are in our process phases

planned

Bulk upload documents into a client profile

in progress

Improved QBO Integration

When a user updates the Billing Information field in Panacea we need the updated information to display on the QBO invoice when generated in Panacea.

under review

Dashboard Feature

I would like to click on task from dashboard to document. Is this possible?

under review

Automate sending an email to the "assigned" Care Manager

Now that we can assign CMs in the system, it would be great to have the system automatically notify the assigned CM.

under review

Ability to add the contact information for the Referral source.

under review

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

This would be instrumental for billing.

in progress

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