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Practice Management

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Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali over 1 year ago in Practice Management 0 Awaiting Prioritization

Adding client id along with client name in individual client portal

Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
Binu Jacob 12 months ago in Practice Management 0 In Discovery

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest almost 2 years ago in Practice Management 0 Awaiting Prioritization

Add 'time' to the lookups in PM

I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
Lucy Browne 12 months ago in Practice Management 0 In Discovery

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz about 2 years ago in Practice Management 1 Awaiting Prioritization

Link to Whatsaap / text message

As with emails, be able to view texts and whatsapp messaged from clients. Some send pictures via whatsapp that could then be stored in documents section.
Tara Hotston about 2 years ago in Practice Management 0 In Discovery

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston about 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually

Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
Guest about 2 years ago in Practice Management 1 Awaiting Prioritization

Client Portal to upload documents not necessary for signature

It would be great if the portal could be used to share all documents not just ones for signature. We send covering letters and it looks weird asking the client to approve the letter.
Charlotte Clarke about 1 year ago in Practice Management 0 In Discovery