Michelle Smeller

Created Cigna EAP Code Created Session Summaries Available by default in client portal Upvoted We need a notification when we get a message Upvoted Upload documents Commented on ✅ Your Practice To-Do List & NotificationsSo, I recently asked my AI Assistant to identify items that I have promised clients in session and it did a really good job of locating them. Could there be a way to have those ToDos automatically generated with the note? I have ADHD myself and it is so hard to remember when I pr…Created We need a notification when we get a message Created Allow Cancellations directly through reminders Upvoted 📊 Create Practice Charts and Reports (live in Beta)Upvoted ✅ Your Practice To-Do List & Notifications Created Print all notes Upvoted 💳 Client Billing in the Client Portal