Clients & Groups

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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

5 VOTE

Add default service type column to Client List

Add a column for clients' assigned service types and allow sorting and searching in the column.

Guest over 4 years ago in Clients & Groups 0 Future consideration

3 VOTE

Indicate if contact has filled out release

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

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

3 VOTE

Allow therapists to see contact network members not assigned to them

As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.

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

4 VOTE

Closed Captioning for Virtual Appts.

Virtual Platform needs closed captioning for hard of hearing clients.

Guest about 4 years ago in Clients & Groups 0 Future consideration

4 VOTE

Groups - delete members from appointments

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...

Guest about 4 years ago in Clients & Groups 2 Future consideration

4 VOTE

Email Progress Update to Referral Source

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 ...

Guest about 4 years ago in Clients & Groups 0 Future consideration

7 VOTE

Add access to client General & Clinical Documents

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 ...

Guest about 7 years ago in Clients & Groups 1 Future consideration

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