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
over 2 years ago
in Clients & Groups
3
Future consideration
When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).
Guest
over 4 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
over 2 years ago
in Clients & Groups
1
Future consideration
Request non-client appointments/events with other staff
I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration