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Clients & Groups

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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

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

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

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

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

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

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

Put cursor in client's name field when viewing details

When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Drag and drop files from other sources into client's documents

When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Indicate if the duplicate client is due to a prospective client

When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
Thomas The Test Engine about 1 year ago in Clients & Groups 0 Future consideration