Clients & Groups

Showing 291 of 1967

Add termination date to client's details

Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.

Guest about 3 years ago in Clients & Groups 1 Future consideration

9 VOTE

Make it easier to add a referral source to a client without navigating away

Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.

Guest over 3 years ago in Clients & Groups 2 Future consideration

6 VOTE

Send intake forms to clients via text message

Allow me to send forms to clients via text message for them to fill out on their phones.

Guest over 2 years ago in Clients & Groups 3 Future consideration

16 VOTE

Dynamic Client Search Engine

it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see ...

Guest over 6 years ago in Clients & Groups 8 Future consideration

6 VOTE

Pop-up alerts when accessing a client's details

Allow me to create alerts that pop-up when anyone navigates to the client's details.

Guest over 2 years ago in Clients & Groups 2 Future consideration

11 VOTE

Add Client Portal to Clients section

To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!

Guest over 4 years ago in Clients & Groups 0 Future consideration

11 VOTE

Improve Client Name Search

Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.

Guest over 4 years ago in Clients & Groups 8 Future consideration

8 VOTE

Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.

Guest over 3 years ago in Clients & Groups 1 Future consideration

9 VOTE

Alert me when a duplicate client is created

Alert me if I create a duplicate client.

Guest over 3 years ago in Clients & Groups 1 Future consideration

3 VOTE

Edit multiple clients at once

Allow me to edit some of the fields found in the client's details for multiple clients at once.

Guest about 1 year ago in Clients & Groups 1 Future consideration

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