Clients & Groups

Showing 291 of 1967

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

2 VOTE

Display client's pronouns in left sidebar

When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

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

4 VOTE

Manage staff caseloads

Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.

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

2 VOTE

Show diagnosis codes in client list

When viewing the client list, allow me to customize the grid to see the diagnosis codes.

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

3 VOTE

Separate assigned staff in client list

When viewing the client list, separate the assigned staff into therapists and supervisors.

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

2 VOTE

Display staff as LastName, FirstName when assigning to clients

When assigning staff to clients, display staff names as LastName, FirstName.

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

1 VOTE

Print a client's facesheet

Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.

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

5 VOTE

Display archived date on archived clients list

Allow me to see the date I archived the client when viewing the list of archived clients.

Guest over 5 years ago in Clients & Groups 1 Future consideration

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