Clients & Groups

Showing 304 of 2051

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.

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

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 over 3 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 almost 5 years ago in Clients & Groups 2 Future consideration

3 VOTE

Add address to prospective clients list

When adding a prospective client allow me to input their address.

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

1 VOTE

Import Clients Default Location and Provider

Please add a field that automatically includes the client's default location and assigned provider during import of client lists.

Guest about 1 year ago in Clients & Groups 0 Future consideration

1 VOTE

Organize groups

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.