It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
Sharon Anchak
about 1 year ago
in Clients & Groups
1
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
over 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
over 2 years ago
in Clients & Groups
1
Future consideration
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
Guest
over 4 years ago
in Clients & Groups
0
Future consideration
Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
Guest
almost 7 years ago
in Clients & Groups
3
Future consideration
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
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
0
Future consideration
