Auto-populate modality (session ended and editing invoice)

1. When we complete a virtual session using Upheal and AI notes are turned on, we get the "Session ended" window, and we have to select the Modality every time. I’d like this to be prepopulated based on the modality selected in our account settings.

2. Same with editing an invoice, we are required to select the modality. Ideally, the primary modality set in our account settings should automatically prepopulate this field.

This would be a huge time-saver.

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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

High Priority

Date

2 days ago

Author

Justin McArdle

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