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Client Account Management

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Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 2 months ago in Client Account Management / Clients & Groups 0 Future consideration

Filter client list by clients without a flag

Allow me to filter the client list so I can see all clients that don't have a flag assigned.
Cindy Hooper about 1 month ago in Client Account Management 0 Future consideration

Add second emergency contact to client portal

Allow my clients to add a second emergency contact when filling out their demographics on the client portal for when a client has divorced parents.
Guest about 1 year ago in Client Account Management 1 Future consideration

Revoke client portal invitations

Allow me to revoke a client portal invitation in instances where it was sent in error.
Guest over 1 year ago in Client Account Management 1 Future consideration

Allow archived clients to access portal for contacts

If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
Guest over 1 year ago in Client Account Management 2 Future consideration

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
Guest over 6 years ago in Client Account Management 5 Future consideration

Display warning on client portal to not contact if emergency

Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
Guest almost 3 years ago in Client Account Management 5 Future consideration

Collect contacts in the client portal

Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
Guest 6 months ago in Client Account Management 0 Future consideration

Change verbiage on portal signup page if invitation was sent

If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
Guest over 1 year ago in Client Account Management 1 Future consideration

Display organization logo in client portal

I would like to have my Logo show in the client portal so it looks more customized to my business.
Guest about 7 years ago in Client Account Management 2 Future consideration