Clients & Groups

Showing 271

2 VOTE

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.

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

13 VOTE

Add fields for emergency contact

In a client's details, allow me to add an address and email for a client's emergency contact.

Guest almost 11 years ago in Clients & Groups 2 Future consideration

3 VOTE

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

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

4 VOTE

Rename tabs in clients and cases

Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.

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

4 VOTE

Sort client list by first name

Allow me to sort the client list by their first name.

Guest over 3 years ago in Clients & Groups 0 Future consideration

5 VOTE

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

Guest over 4 years ago in Clients & Groups 1 Future consideration

2 VOTE

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

2 VOTE

Recover deleted files

Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

2 VOTE

Make client details less visually overwhelming

Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

2 VOTE

Save created dynamic form elements

When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.

Guest almost 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

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