Idea Request

On the dashboard have a section for notes where you can write messages and reminders that you can tag to specific people in your organisation, or a general message to the team working that day, automatically carry it whatever remains unchecked to the next day Example of admin note to remind self: @admin - please update clients phone number (and be able to tag the client/apt that it applies to) so similar to a task list but have it. Example of if its client related: @johnsmith update ndis plan dates and funding. If not ticked off offer the option of carrying forward to the clients next appointment

Allow components/elements of the Dashboard to be hidden and position adjusted to suit individual/practice's preference.

Hi Coreplus, can you display all of the SMS replies from a client in the Dashboard calendar? The client gave three separate SMS responses and I could only see the last response and so missed their cancellation message in the earlier reply. Can we have all responses displayed instead of just the last one?

It would be great to include a checklist on the daily client list so that they can be marked as paid, receipt issues, next appointment booked, progress notes updated. In a busy practice this would assist manually track the days work to ensure systems at the end of the day are all up to date. :)

Bug? Our appointment totals includes a staff member who is inactive.

We recently added separate admin users with their own log in details. An unforeseen consequence is that separate reminders need to be created for each admin user so that all front desk admin users have access to the daily client reminder list on the dashboard. This results in a long, clunky and visually confusing list of duplicated reminders for each client. As each reminder is updated or dismissed, it must be updated or dismissed for other admin users as well or they may duplicate the reminder action. This important daily task has become time consuming and frustrating for the front desk team. Also since separate admin user for the front desk have been created, a year of upcoming reminders cannot be seen by other admin users on their dashboards. I am unable to print a reminder list to share with other admin users so they can action patient reminders. I have to allow other front desk team to use my log in so they can see and action the reminder list (20-50 per day) or I will have to do all the reminders myself for at least the next 12 months. Unacceptable!

Finding exiting clients through their mobile phone number would be a handy backup when name doesn't come up when they leave a message and you can't hear them properly

Currently when viewing the Expired NDIS Plans Reminder, it includes plans of those clients who are now deceased and their files have been moved to this section. As we need to review the Expired NDIS Plans Reminder section, it is very inconvenient to have these reminders here. We request that any NDIS plans that are currently in the Closed or Deceased tabs don't get pulled through to the reminders. Thank you

Extend the 7 day period that the Appointment Trends via the Practice Overview pull from to the working month.

When receiving invoices could there be a section in my account that show how much data and characters used