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Freemium user requests
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NDIS (3)
Calendar (15)
Invoicing (5)
Add-ons (16)
Communications (4)
Dashboard (1)
Clinical (6)
Client Details (6)
Secure Messaging (2)
Mobile (1)
Users (2)
Reports (3)
Administration (4)
Technical (1)
Letter Writer (4)
Onboarding (1)
Client Portal (8)
Client tags for reporting
Ability to assign multiple tags per client profile for reporting purposes (ie, more than one client group at a time)
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KPI Report: Number of referrals
Reason: To be able to gain some insight on the number of referrals that are obtained within a date range. Conversation: Demo Journey | Name | Occupation: Pre - Trial | James Benbow | Consultant
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Report: Referral Expiry
Reason: To see which clients have a current referral which will be expiring soon. Conversation: https://intracore.zendesk.com/agent/tickets/205798 (and this came up during demo) Journey | User name | Occupation: Trial | John Levy | Multi-D
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2
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