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
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Allow providers to re-invite clients to the portal
As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
View only assigned clients in prospective clients list
If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
Guest
about 1 year ago
in Clients & Groups
0
Future consideration
As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
Guest
over 2 years ago
in Clients & Groups
1
Future consideration
2
Future consideration
