Feature Requests

when we click "done" on a pickup request could the practice that requested it be automatically emailed to say that we've accepted the request?

IF possible to add another column to the bulk editor and or a section to adjust the client username that would be great

We need a place to make general account notes on each practice and/or doctor. This would be used internally for our team on things we need to know about a client but don't necessarily need to show on each case. Either a general account note or the ability to categorize notes by financial, complaints, etc. Things like "Dr. Smith stated all his contacts have been tight. Dr looking for other labs" or notes on collections like "Traci said they would pay by the 5th via check". We need to be able to pull up a client and see all account notes. Ideally we could run a report for all account notes in a date range either for a specific practice or just all notes on all accounts that were added in a specific date range.

report or easier way to filter 'undelivered emails' so we can check for any issues

Option to delete messages requiring attention - image sent to Bailey on Live Chat

practice route displaying in sidebar when selecting practice and at basket- this helps us to adjust days/dates when booking in

Can we add rules to settings of the billing emails? Example: 1 customer would like to receive automated statements but not invoices. Therefore need the ability to select what type of billing the email can receive.

The ability to see history of any changes made within all areas e.g client, practice, address etc for audit and feedback purposes

Need to see client's title on the CLIENTS tab of practice details to differentiate those contacts that are not Drs or Principals, such as office managers or practice managers.

Only option is password recovery, which requires username. If someone forgets a username, there is limited ability to get it back. Username should be tied to email and recoverable that way.