Clients & Groups

Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.

Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred ...

When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).

If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.

Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.

The Client Portal has the client intake forms submitted as a pdf file to the General Documents section of TN, but the app has no way to access the document storage portions of the EHR. Ultimately, the app is of very little use unless you have a ...

In a client's details, allow me to add more than one email for a client's emergency contact, and allow me to include their address.

When viewing a client's contact network, allow me to indicate which contacts have filled out a release.

It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client ...

When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.