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Gensolve GPM

Gensolve GPM

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  1. We do have caller ID. It would be good to know whether the missed call is from a client. Also searching client via mobile number will benefit as well if we get the client's name spelled incorrectly at least we can search they info via their mobile number.

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  2. Should we decide to restrict our small group class participants to those who have been vaccinated we would like a tick box in the Client details screen where we can indicated client has been fully vaccinated.

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  3. It would be great if you could drag and drop copies of letters, emails, reports etc into the letter and uploads section rather than needing to save them to your desktop, upload them and then delete them from your desktop.
    Thanks

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    Thank you for your suggestion.

    It is possible to drag and drop files into the client letters and uploads area already. However, the file does have to exist on your computer first and can’t be dragged directly from your email client.

    A quicker option might be to drag the file from your email onto your desktop, and then drag the file from your desktop to the client Uploads grid.

  4. Currently the 'Hide Providers Not Working' only hides a clinician that is 'scheduled' not to work on any given day.
    We have quite a number of casual or locums in our calendar that only come in when called therefore they cannot be scheduled per se.
    Would it be possible to have the ''Hide Providers Not Working' also include clinicians that do not have any schedule appointments, or alternatively to have a separate function aptly named to do this.

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    Thanks for the request.

    The ‘Hide Providers Not Working’ option will hide all staff who have no ‘schedule’ created for the site and date you are viewing. If you end the ‘Appt Schedule’ for any locum / casual staff, they won’t appear on your Appointment Book.

    When they are working, a new Appt Schedule can be created only for the specific day or dates they are scheduled to work.

    Hopefully that clarifies, but please let us know if that doesn’t answer your query.

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