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Complete past tax reports. Make arrangements with IRS on payment of taxes

December 31, 2016 Important AccountingTaxesEdit | Delete

Complete to do list colors, archiving and bulk deleting.

January 23, 2017 Important Website DevelopmentEdit | Delete

Complete course construction on shm.us

https://sizzlinghotmarriage.us/course-roster/
January 27, 2017 Important 1Website DevelopmentEdit | Delete

Session Notes: Add diagnosis pointer. Add add cpt and diagnosis modal popup. Add conditional mental status, add another cpt and diagnosis to limit display,

January 27, 2017 Important Website DevelopmentEdit | Delete

Send beta read opportunity to R2L pre-sale purchasers. Add pastors who did PE certification.

January 30, 2017 Important Curriculum DevelopmentEdit | Delete

Create views for all of rml course to enhance email privacy

January 31, 2017 Important Website DevelopmentEdit | Delete

Create views for all of shm course to enhance email privacy and users to print

January 31, 2017 Important Website DevelopmentEdit | Delete

Develop my page pop ups, ad banners and Facebook ad for shm abc's course

January 31, 2017 Important Marketing ContentEdit | Delete

Migrate PAI test to Formidable

January 31, 2017 Important Website DevelopmentEdit | Delete

Migrate EWDA to Formidable

January 31, 2017 Important Website DevelopmentEdit | Delete

Make editors capable of editing intake form

January 31, 2017 Important Website DevelopmentEdit | Delete

Create additional articles; eating disorders, sex addiction and spouse recovery

January 31, 2017 Important Marketing ContentEdit | Delete

Complete accept payment accounting module.
https://wp.lifestyletherapycoach.com/wp-admin/admin.php?page=formidable&frm_action=edit&id=49
https://wp.lifestyletherapycoach.com/wp-admin/post.php?post=2348&action=edit

January 31, 2017 Important Website DevelopmentSizzProEdit | Delete

Create admin add new user and add new visit on front end.

January 31, 2017 Important Website DevelopmentEdit | Delete

Move management of Claudia's client to lifestyle.

January 31, 2017 Important Website DevelopmentEdit | Delete

Complete Payment Verification Form. Fix birthdate, import into intake form, fix cell phone number,

January 31, 2017 Important Website DevelopmentEdit | Delete

Create weekly articles to VIP list till launch.

January 31, 2017 Normal Marketing ContentEdit | Delete

Session Log: Complete tablesorter.js process. https://formidableforms.com/help-desk/set-up-a-view-to-be-formatted-in-a-way-that-allows-tablesorter-js-to-collapse-rows/
Sorting by each variable by links.
Add Non-Insurance checkbox

February 10, 2017 Important Website DevelopmentSizzProEdit | Delete

Patient Intake Form View: Fix so that all pages are visible.

February 10, 2017 Important Website DevelopmentSizzProEdit | Delete

Complete Treatment Plan

February 28, 2017 Important Website DevelopmentEdit | Delete

Complete calendar module

February 28, 2017 Important Website DevelopmentEdit | Delete

Complete new check in method; user enters email and checks in. Editor adds new session taking values from this form.

February 28, 2017 Important Website DevelopmentEdit | Delete

Develop change password on front end for admin and users.

February 28, 2017 Important Website DevelopmentEdit | Delete

Complete accounting module and reports

February 28, 2017 Important Website DevelopmentEdit | Delete

Set up a Roku channel - LTC Network
https://developer.roku.com/developer-channels/channels/edit/feed/139679
https://developer.roku.com/developer
https://developer.roku.com/publish/channel-tutorial
http://www.instanttvchannel.com/roku/wordpress

February 28, 2017 Important Marketing ContentSizzlingHotMarriage.comEdit | Delete

Add helper videos to SHMM course

February 28, 2017 Normal Website DevelopmentEdit | Delete

Complete treatment tracker module

March 31, 2017 Important Website DevelopmentEdit | Delete

Create testimonials page for users of each site.

March 31, 2017 Normal Marketing ContentEdit | Delete

Create claim upload to Office ally system and add to session log and claim listing

April 30, 2017 Important Website DevelopmentEdit | Delete

Complete setting modules: Import Data Wizard, Audit Log Reports, Preferences,
Patient Connect Settings, Eligibility Settings, Intake/Agreement Forms,
List Maintenance, Offices, Chart of Accounts, Billing Providers, Merge Patient Records, Providers, Staff, Referring Providers, Facilities, Notification Settings, E-mail Templates, Insurances, Superbills, Manage Services/CPT Codes, Reason for Visit, Product Inventory, Appointment Settings, Time Schedules, Special Dates, ePrescribe, Registration, Pharmacies, Payment Settings, Surveys/Polls/Evaluations

April 30, 2017 Important Website DevelopmentEdit | Delete

Develop a resource guide for building a successful marriage and family therapy practice for $10. Offer a video course upsell for $500

May 31, 2017 Low Curriculum DevelopmentEdit | Delete

Complete web page management module

June 30, 2017 Important Website DevelopmentEdit | Delete

Complete seminars module

June 30, 2017 Important Website DevelopmentEdit | Delete

Create notes module for clinicians to keep private notes.

July 31, 2017 Low Website DevelopmentEdit | Delete

Complete practice stats module

July 31, 2017 Normal Website DevelopmentEdit | Delete

Complete Documents module to give clients and staff capability of keeping up with their documents.

August 31, 2017 Normal Website DevelopmentEdit | Delete
Important Website DevelopmentSizzProEdit | Delete

Completed Tasks

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