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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.
1
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under review
2
Dashboard Feature
I would like to click on task from dashboard to document. Is this possible?
2
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under review
1
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.
2
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under review
1
Ability to add the contact information for the Referral source.
1
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under review
1
Ability to print the Facesheet
1
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under review
1
Pin the primary contact at the top of the Contacts list
1
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under review
1
Click a button to indicate that the billing address is the same as the primary address
1
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under review
1
Set-up communication alerts to specified users
Set-up alerts to be sent to a specified user based on an action. For example, "client status" changes from waiting on contract to cancelled...send a note to the Lead CM.
1
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under review
1
A drop-down menu for contact "relationship"
1
·
under review
1
CRM functionality
1
·
under review
1
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