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
almost 2 years ago
in Clients & Groups
0
Future consideration
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
about 4 years ago
in Clients & Groups
0
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 2 years ago
in Clients & Groups
0
Future consideration
Make it more obvious where to add a client's insurance
Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.
Guest
about 4 years ago
in Clients & Groups
1
Future consideration
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
Guest
about 2 years ago
in Clients & Groups
1
Future consideration
