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Adding a new tab under the client profile for reviews.
Adding a new tab under the client profile would allow documents to be uploaded to.
The purpose would be to set a review date next to the document and a flag to appear (either in notifications or on a dashboard report) once the document has expired.
Similar to Skills/Quals in the carer profile.
Can we please have the option to increase the font size when invoicing?
Can we please have the option to increase the font size when invoicing?
Deletion of Supporting Documents
Would it be possible to remove the delete icon from certain privilege levels so as these individuals would not be able to delete documents that have been uploaded within Supporting Documents.
Update to Notifications
If 'late notifications' is switched on, we also get 'new note notifications', you currently cannot have one without the other. Could you add an option of switching each on or off independently?
There needs to be a way to see the invoices under the funder and the client ?
There needs to be a way to see the invoices under the funder and the client ? Where there is a group funder
System Alert when a Carer Mobile Log is not submitted against an assignment
Is there any way of the system alerting us when a Carer Mobile Note is not submitted against an assignment?
We currently have a report that enables us to view all Notes submitted within a date range - however - any means of being able to see which assignments haven't had a note submitted against them would be extremely helpful.
Customer support service by UserEcho