Add report that will pull information filled in from dynamic forms
There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
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
about 2 years ago
in Reporting
1
Future consideration
Current behavior is that you need to have 2+ clients assign to a group before removing any clients. Looking to have the ability to remove any amount of a clients from a group.
Guest
over 5 years ago
in Clients & Groups
1
Future consideration
Add a PTSD screener as an intake form that I can send to clients through the client portal. It would be nice to have a screener readily available so I don't have to recreate it.
Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
Guest
almost 3 years ago
in Clients & Groups
2
Future consideration
Specify who receives notifications for portal payments
When a client makes a payment on the portal, the staff member assigned to the invoice will receive a notification. Allow me to specify who receives this notification because we only need certain people to be notified.
3
Future consideration
