I was thinking of allowing one "practice client" that created to go through a complete real life setup from beginning to the end (using office protocols) to fill out the areas that would be needed to establish a new client for training purposes. T...
Hi there!
Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data.
Thank you for your consideration!
I would like the ability to assign a different service type to each individual when scheduling a group session. We use service type for different funding sources/fees and not all clients in a group have the same funding source/fee.
It would be fantastic to add fields and a drop down menu for parents, step-parents, guardians, and their contact numbers on the Detail page. The emergency contact is not helpful when it comes to parents.
Search by active cases vs closed cases vs archived
We need a way for therapists to filter client lists by active, closed, or archived.
In the past we have had to remove a therapist from the client's list of assigned staff because even though the therapist closes the case, they show up on their l...
I don't want to see the entire organization's clients when I click on the 'clients' tab, I only want to see mine. Please update this at minimum as an option if not a default. I
0
Already exists
