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Clients & Groups

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Client portal sorting

Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Add address to prospective clients list

When adding a prospective client allow me to input their address.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Add referrer to clients list

When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Keep search inputs in clients list

Keep the search inputs I entered when searching the Clients list and switching between active and all clients.
Guest over 4 years ago in Clients & Groups 2 Future consideration

Remove "undefined" option from legal sex field

When filling out a client's information, remove the "undefined" option from the Legal Sex field.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Add COVID vaccination status in the patient's chart

In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Make marital status a free-text field

When we enter the client's marital status 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

Permission to view only prospective clients list

Make a permission so we can have staff members only view the prospective clients list without managing it.
Guest about 3 years ago in Clients & Groups 0 Future consideration

View invoices from a client's appointments list

When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Add type of therapy to prospective clients list

When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).
Guest over 3 years ago in Clients & Groups 0 Future consideration