Notify admins of information changes in client portal
As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).
When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.
Report on completion time for clinical documentation
Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments wit...
Guest
over 2 years ago
in Reporting
1
Future consideration
Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
1
Future consideration
