Feature Requests

Mt Contact date to be a column on the customer screen as a support coordinator. Also add the same column to the SC Management screen

We currently create claims from the start of the month to the day of contact. The claims should be created with the dates mentioned in the PA file and not based on contact date. This could also be a configuration setting where the agency can decide whether they want the claim dates to be from start to contact date or based on the PA file.

Currently the client attendance report can only be run based on a single client. The user would like this to be for all clients who had a session in the specified time period. The report should include Authorized units, units used and even units for a service for which the client has an authorization but services have not been performed.

Currently on the PA screen we see the authorized amount for authorized units. A user would like to see the amount for units used based on the rate. (This is only visible on the claims dashboard currently, once the claim has been filed)

Provide a list of caregivers/employees who have been associated with either the client record or the client project with the period of time they were associated for.

The ability to store preferences for employees and clients. The employee preferences should be visible while scheduling a task for the client.

The ability to store documents for a particular employee and set a date of expiry. The system then list's/notifies admin on date of expiry. (Could be a report or a notification to the admin)

(a checkmark or a star) to show up next to a member's name if there is a completed form attached to them.