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Clients & Groups

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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

Add address field when adding household members to a client

When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
Guest about 5 years ago in Clients & Groups 1 Future consideration

Add school information to client details

Allow me to add more information about a client's school information in their client details.
Guest about 5 years ago in Clients & Groups 1 Future consideration

Add fax number for primary care physician

When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.
Guest over 5 years ago in Clients & Groups 2 Future consideration