All ideas

Allow me to cancel document reminders or postpone them for patients that are private pay and maybe don't want to pay for a re-assessment.

Automatically archive a goal if the goal is marked as "mastered", either using automatic mastery or manually marking the goal as mastered.

allow check in via QR code

Allow me to grant some users limited access to areas of the Admin tab. For example, I want them to view the list of patients, but don't want them to access other areas.

I want the ability to upload videos as part of my clinic's available Home Education Platform.

I want the ability to create recurring tasks.

While working on a patient's document, allow me to open and view previous documents. Sometimes I need to view what I wrote on the eval or a couple sessions ago in order to complete the current document.

Allow therapists to check in their own patients without having access to modify their schedule.

Clinic wants a way to automatically have patients with the same preset appointment type invoiced together at the same time so that files automatically download

After I've created an invoice, have it emailed automatically to the primary contact.