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Clients & Groups

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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

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

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

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

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

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

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

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

Add DOB to prospective clients list

When adding a prospective client allow me to input their birthdate.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Add tag or status to prospective clients

Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
Guest almost 3 years ago in Clients & Groups 2 Future consideration