Clients & Groups

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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

4 VOTE

Add ability to mark a client as deceased

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 about 4 years ago in Clients & Groups 0 Future consideration

3 VOTE

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

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

2 VOTE

Notate primary contact in client's details

Allow me to identify the primary contact for a client in their client details or their contact log.

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

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