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Lump and sum account payments and credits by date

When running the Account Payments and Credits report in old Fusion (from the Admin tab), each date was listed one time and the total for each date was listed. Have the report format the same way in the update.
Guest about 6 years ago in Insights 0 Future consideration

Search patient by first initial

Allow me to type in one letter in the patient search bar and only have patient first names that begin with that letter be displayed. Right now it displays every name that contains that letter, but I only want to view the first names that begin wit...
Guest about 6 years ago in Patient 0 Future consideration

Only mark document as a draft if content is saved

If I open a document but don't add any content, don't change the status of the document to "Draft". It makes me think that I've actually started the document when I really haven't.
Guest about 6 years ago in Docs 0 Future consideration

Print list of standardized tests

From the Admin tab, allow me to print the list of standardized tests that are available at our clinic. I like to give a list to new therapists so they know what's available.
Guest about 6 years ago in Admin 0 Future consideration

Preview before pulling forward

Allow me to preview the previous content before pulling it forward into my document.
Guest about 6 years ago in Docs 0 Future consideration

Slow down scrolling when re-ordering therapists

When I need to re-order people in my group, the scrolling mechanism scrolls too fast for me to easily place someone in a different position. Please slow down the scrolling so it's easier to re-order.
Guest about 6 years ago in Schedule 0 Future consideration

Disable evaluation sections

Allow me to disable evaluation sections that we don't use, so we don't have to scroll through them when editing a document.
Guest about 6 years ago in Admin 0 Future consideration

Make HEP in color

Make the activity/worksheet type HEP documents in color. Sometimes children are more likely to engage in something if the worksheet is in color.
Guest about 6 years ago in Docs 0 Future consideration

Add page number drop-down to patient list

When viewing the patient list under the Admin tab, add the drop-down menu that includes the page numbers, similar to old Fusion.
Guest about 6 years ago in Admin 0 Future consideration

View patient's documents and goals in one place

When viewing my patient list under Patients & Goals, allow me to view both the patient's goals and documents in once place. Right now I have keep going back to the list to view the documents, and then click back into the patient to view their ...
Guest about 6 years ago in Docs 0 Future consideration