Feature Requests

Can you please add the LOCATION to the practice drop downs in the Client pages? When a user can access multiple locations - the practice name is not unique and can cause confusion. If the location were added we could differentiate which version of the practice we are adding the client to.

Can the client export to CSV please include the client created date? There is currently NO way to find clients created since/between dates and at least on the export we can do this in Excel. We MUST be able to identify and track new clients between Greatlab and our finance systems.

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

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?

In the next iteration of the system can basic information be directly updated rather than linking to customer/practice/patient information pages. It requires multiple clicks to navigate from an order to a patient, then edit, then make a change, then save and close. Editing direct in the order page (for example) would be much quicker

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

Can we have more options for notes / Preferences so when entering a note, it can be either a general note, financial note, etc. Preferences would be nice if we could have specific categories to select (i.e. Contacts: Light, Regular or Tight) and have the ability to have this print /show on the docket. Our financial person needs a place to log all their collection notes but we don't need that to print on the docket. They could have 5+ notes per month regarding collections.

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