Feature Requests

Any custom fields/labels that are added to an agency account, to be a part of the Active Customer Report as well. Currently, the report only displays the default fields, even if new custom fields are added

A user should be able to assign members/clients to a session while scheduling a session.

Task Title field collected on the mobile app or web app is displayed as task name

Capture details(Timestamp) of the most recent DDD sync run for a company. This would be beneficial to support staff as well as users on the system.

Currently we do not allow control over the capability for a new user designation to schedule sessions for other users If provided with the schedule session permission, the user is only able to schedule sessions for themselves. The request is that the designation should be able to schedule sessions for other employees.

Currently the task description while creating a EVV task on the webapp and the mobile app is a required field. The request would be to keep this as an optional field.

On the android and ios mobile app, for the timesheet creation page, the notes/comments section to be removed. Could be replaced with displaying the associated forms based on task type selected.

Not a priority. Currently a user only has the ability to create an MT 2 months in the past. We had a single case where a MT had to be created 3 months later and the user was not able to

A view from the PA screen to make sure all the different tasks matched have forms filled in or submitted

An admin would like to add notes regarding a certain row(Period) on the PA screen. The same note can then also move over to the claims dashboard when the claim has been filed.