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Mobile App (12)
MT (41)
BI Dashboard
Have a pie chart based of diagnosis if possible
0
1
Export as CSV/Print notification to the admin
Any report exported by a employee should be notified to an admin if possible. CM company.
0
1
Notes added to a Client Record displayed in a report
As a SC agency, any notes added directly to a client record are not present in any report. If we could populate the employee notes report to display this information and enable it for SC agencies.
0
1
A pdf report of all forms completed in a certain period
a user to be able to download a single pdf of all forms completed in a certain duration, based on client or employee.
0
1
Employee Name and Details on a form export
When a form copy is printed, print the completed by(Employee name) on the pdf downloaded
0
1
Signature field on phone
Signature field on the form to be accessible through the app.
0
1
Submit Timesheet through Mobile App
A employee to be able to submit their timesheets
0
1
Capture Initial submission and resubmission date for a rejected MT
A company would like to also know the date a MT was first submitted for review. We currently update the submission date when an MT has been rejected and resubmitted
0
1
Section 15, completed by date to be the same as contact date
The date present in section 15 of the monthly and quarterly MT should be the same as contact date in section 1
0
1
Last MT Upload Column on PA screen
Have this column, currently present on customer and SC management screen, also present on the PA screen while submitting billing
3
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under review
1
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