Settings and activity

49 results found

1. Offer availability to include more tabs under Client Profile Tab>Notes section. Specifically a tab for ID/Insurance Info, Vital Signs, etc.

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   Allie Secor supported this idea  ·  Jul 29, 2025

2. Consent Forms

   37 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Allie Secor shared this idea  ·  Jul 29, 2025

3. Automated notification to fill out new consent forms every 12 months

   7 votes

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   Allie Secor supported this idea  ·  Jul 29, 2025

4. Customize required client profile information

   9 votes

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   Allie Secor supported this idea  ·  Jun 25, 2025

5. E-Scripts

   151 votes

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   Allie Secor supported this idea  ·  Jun 25, 2025

6. Pharmacy Phone Number

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   Allie Secor supported this idea  ·  Jun 25, 2025

7. preferred pharmacy

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   Allie Secor supported this idea  ·  Jun 25, 2025

8. Invoices!!!

   800 votes

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   In Progress  ·  105 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Allie Secor commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

   We NEED Invoicing as an option badly! Especially when we are shipping products to patients whether they be in town or out of town. THIS IS A MUST!

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   Allie Secor supported this idea  ·  Apr 22, 2025

9. BMI

   1 vote

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   Allie Secor shared this idea  ·  May 28, 2025

10. Calculated Birthday Age

    9 votes

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    Allie Secor shared this idea  ·  May 28, 2025

11. Unopened messages need to be at the top

    31 votes

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    Allie Secor supported this idea  ·  Apr 24, 2025

12. ability to delete clients from client roster

    16 votes

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    Allie Secor supported this idea  ·  Apr 24, 2025

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

    39 votes

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    Allie Secor supported this idea  ·  Apr 24, 2025

14. deleting chart forms

    21 votes

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    Allie Secor supported this idea  ·  Apr 24, 2025

15. BUY NOW PAY LATER

    283 votes

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    Allie Secor supported this idea  ·  Apr 24, 2025

16. Let us be able to add multiple attachments in client notes

    1 vote

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    Allie Secor shared this idea  ·  Apr 24, 2025

17. Client Portal Account Credit

    228 votes

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    Allie Secor supported this idea  ·  Apr 23, 2025

18. Being able to start a new chart without having to create an appointment for the client.

    6 votes

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    Allie Secor shared this idea  ·  Apr 22, 2025

19. Change the client attached to appointments when editing appointment

    13 votes

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    Allie Secor supported this idea  ·  Apr 17, 2025

20. Tab for Labs in the note section

    10 votes

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    Allie Secor supported this idea  ·  Apr 17, 2025