When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
View deactivated staff name under assigned staff in client list
We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest
about 4 years ago
in Clients & Groups
3
Future consideration
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
almost 2 years ago
in Clients & Groups
3
Future consideration
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest
almost 2 years ago
in Clients & Groups
1
Future consideration
Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
3
Future consideration
