Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.
Add option to make Client Details address fields mandatory
Add a new option to make all Client Details address fields (Street, City, State, Zip Code) mandatory. These fields are required for insurance billing and currently, they are not mandatory.
Bill Biller
11 days ago
in Clients & Groups
0
Future consideration
Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.
When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest
over 9 years ago
in Clients & Groups
49
Future consideration
Expand features for handling child/minor clients (notes, contacts, intake etc.)
Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized.
It w...
Guest
about 10 years ago
in Clients & Groups
28
Future consideration
28
Future consideration
