Settings and activity

134 results found

1. Allow editing a draft of an existing form

   6 votes

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   Amy Noonan commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

   Having the option to say it should go to all clients or just those who haven't completed the form within the last 365 days.

   This would be incredible - especially if some changes are minor. We could update the old forms with notes of needed, knowing they will have to update a year after the initial form was completed.

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   Amy Noonan supported this idea  ·  May 8, 2025

2. Form/Document Drafts

   4 votes

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   Amy Noonan supported this idea  ·  May 8, 2025

3. fix the form submission process

   6 votes

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   Amy Noonan supported this idea  ·  May 8, 2025

4. Redo/undo button on forms

   3 votes

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   Amy Noonan commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

   That would make life so much easier!

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   Amy Noonan supported this idea  ·  May 8, 2025

5. have birthdate connectable from form to chart

   4 votes

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   Amy Noonan shared this idea  ·  May 7, 2025

6. Please open any forms or charts in a new window

   13 votes

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   Amy Noonan supported this idea  ·  May 7, 2025

7. Fitzpatrick calculation form

   11 votes

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   Amy Noonan supported this idea  ·  May 7, 2025

8. Chart Sign-Off Pending Notification

   41 votes

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   Amy Noonan supported this idea  ·  May 7, 2025

9. Allow clients to upload a photo to their chart from their gallery

   28 votes

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   Amy Noonan supported this idea  ·  May 7, 2025

10. Form field in chart to carry forward

    2 votes

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    Amy Noonan supported this idea  ·  May 7, 2025

11. Date of birth enhancements to forms and booking

    367 votes

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    Amy Noonan commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

    #2 happens to us A LOT

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    Amy Noonan supported this idea  ·  Apr 28, 2025

12. PDF Upload option when building a chart, like a photo upload

    39 votes

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    Amy Noonan supported this idea  ·  May 7, 2025

13. Ability to Connect Notes from Forms/ Charts

    8 votes

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    Amy Noonan supported this idea  ·  May 7, 2025

14. form/ chart upload without an appointment

    170 votes

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    Amy Noonan supported this idea  ·  May 7, 2025

15. deleting chart forms

    20 votes

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    Amy Noonan supported this idea  ·  May 7, 2025

16. AutoSave when creating forms and charts

    29 votes

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    Amy Noonan commented  ·  Apr 29, 2025  ·  Edit…  ·  Delete…

    Autosave client data as it's entered. We've had a lot of clients who lose data if they hit the "back" button or if they are completing on their own device and it times out. Has lead to a lot of frustration from client perspective.

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    Amy Noonan supported this idea  ·  Apr 29, 2025

17. product commissions by staff

    150 votes

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    Amy Noonan supported this idea  ·  Apr 28, 2025

18. Tighten up the Hipaa compliance

    23 votes

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    Amy Noonan supported this idea  ·  Apr 23, 2025

19. Direct message to client from calendar/appt

    4 votes

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    Amy Noonan supported this idea  ·  Apr 23, 2025

20. Client accounts linked to phone number, not only email address

    28 votes

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    Amy Noonan supported this idea  ·  Apr 23, 2025