 Gina
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| Joined: 12 Jan 2006 |
| Total Posts: 93 |
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Client File Summary Report
Posted: 25 Feb 2009 04:23 PM |
When I pull a File Summary Report for a client and check mark activity, the "Individual education" is not listed amoung the other activities.
Thank you,
Gina
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Re: Client File Summary Report
Posted: 27 Feb 2009 07:56 AM |
gina,
Thanks for your feedback! We are working on a fix for that and will post an update soon.
Bless you,
Tommy |
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Gina
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| Joined: 12 Jan 2006 |
| Total Posts: 93 |
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Re: Client File Summary Report
Posted: 27 Feb 2009 10:11 PM |
Tommy,
Thats great thanks for the reply
Gina |
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Gina
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| Joined: 12 Jan 2006 |
| Total Posts: 93 |
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Re: Client File Summary Report
Posted: 06 Mar 2009 01:46 PM |
Tommy,
One other question with the file summery report.
Would it be possible to have the option of choosing what activities to list in the report.
If not available anytime soon, then I will move our correspondence (phone calls) to the notes so we can print out our client chart notes with an electronic signature and place in the file client's file.
Thanks,
Gina |
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Re: Client File Summary Report
Posted: 10 Mar 2009 09:12 AM |
Hi Gina,
We can definitely take a look at your request for a future enhancement, but I can't give you a specific date as to when that might be available. I'm so sorry if this is an inconvenience to you. Thanks so much (again!!) for your great feedback! We love hearing from you!
In Him,
Sarah |
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Gina
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| Joined: 12 Jan 2006 |
| Total Posts: 93 |
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Re: Client File Summary Report
Posted: 11 Mar 2009 11:43 AM |
Sarah,
Not a problem, We have the option of using the notes to fit our needs at this point.
Thanks for all your help,
Gina
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