Feature Requests

For organizations that are still using a separate practice management system it would be extremely helpful to pull the unique Activity ID from an activity into the associated session note to assist with auditing of notes in another system

The session note that is pulled from HiRasmus into the client’s profile in Lumary is saved with a default label “session note”. It is difficult to know what type of note it is (supervision, direct, parent training, etc). Is it possible to change this so that the note label matches or defaults the note type in Hi Rasmus?

Currently need to scroll through all users associated with client when requesting signature. It would be helpful to search by name, and even better by user type. We would like to require signature from caregiver, but do not want this to prevent note being sent to Lumary if caregiver does not have ability to sign live, etc.