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  1. 42 votes

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  2. 289 votes

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    Lexie Engel supported this idea  · 
  3. 18 votes

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  4. 51 votes

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  5. 370 votes

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    Lexie Engel supported this idea  · 
  6. 701 votes

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    Lexie Engel supported this idea  · 
  7. 22 votes

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    Lexie Engel commented  · 

    this would be huge for us! We would really appreciate employees being able to see their goals in real time in comparison to what they have generated

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  8. 16 votes

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    Lexie Engel supported this idea  · 
  9. 238 votes

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  10. 117 votes

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    15 comments  ·  General  ·  Admin →
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    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

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    Lexie Engel commented  · 

    I also would like an alert on the profile for any charting that is not complete on the provider end if they have a chart that is attached to that service.

  11. 122 votes

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    Lexie Engel supported this idea  · 
  12. 115 votes

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    Lexie Engel supported this idea  · 
  13. 135 votes

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    Lexie Engel supported this idea  · 
  14. 141 votes

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  15. 365 votes

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  16. 195 votes

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  17. 295 votes

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  18. 300 votes

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  19. 348 votes

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  20. 25 votes

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    Lexie Engel commented  · 

    This is very critical. They need to look at MindBody and how they pull reporting, this is a HUGE deciding factor.

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