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Filter clients in Invoicing
I would like to be able to filter "Active" clients in Invoicing.
1
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in progress
Bulk upload documents into a client profile
4
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in progress
Could we get care manager name attached to documents, ie, tasks, notes and files.
This would be instrumental for billing.
3
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in progress
As a user, I want the client goals to auto-populate based on the care planning AI generated goals
1
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in progress
Mileage & expense logging
2
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in progress
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