Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...
Guest
over 4 years ago
in Clients & Groups
0
Future consideration
Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
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
almost 4 years ago
in Clients & Groups
1
Future consideration
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
almost 3 years ago
in Clients & Groups
2
Future consideration
0
Future consideration
