Feature Requests

Transfer client indicator
A checkbox will be added to the Client Details to indicate that a client has transferred from another Center.
Thu, 12 Jan, 2017 at 10:29 AM
Organize the Order of Assignments
Description: Organize the order of assignments on the Client Notes Report and Client Notes tab. Note: This functionality is currently not available...
Thu, 19 Jan, 2017 at 8:22 AM
Satisfaction and Confidence scores
Description: Would like the ability to enter client satisfaction and confidence scores to allow for analysis. Note: This functionality is currently no...
Thu, 19 Jan, 2017 at 8:22 AM