Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...
Guest
about 5 years ago
in Clients & Groups
3
Future consideration
When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest
almost 2 years ago
in Reporting
1
Future consideration
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
almost 4 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.
If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sendin...
Guest
almost 6 years ago
in Notes & Cases
4
Future consideration