Clients & Groups

Showing 291 of 1967

2 VOTE

Adding an option to put in the apartment number

When putting in clients who live in apartment complexes, there isn't an option to add an apartment number.

Guest over 4 years ago in Clients & Groups 0 Future consideration

1 VOTE

Change "Mormon" selection in religion field

Change the "Mormon" selection in the religion field to "The Church of Jesus Christ of Latter Day Saints."

Guest about 2 years ago in Clients & Groups 0 Future consideration

1 VOTE

Create an encounter form that I can send to clients on the portal

Allow me to create an encounter form that pulls in appointment information so clients that I see for telehealth can sign the form.

Guest about 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Unassign staff from client but not group

When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.

Guest over 2 years ago in Clients & Groups 0 Future consideration

2 VOTE

Add previous last name/maiden name field

Allow me to add a client's previous last name or maiden name to their client details.

Guest over 4 years ago in Clients & Groups 1 Future consideration

1 VOTE

Change default demographic fields to "Not yet selected"

When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. ...

Guest over 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Generate client IDs without initials

When I click to generate an ID for a client, have it generate without the client's initials.

Guest over 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Indicate which country the client lives in

We service clients in different countries. Allow me to indicate in the client's details which country they live in.

Guest over 2 years ago in Clients & Groups 0 Future consideration

1 VOTE

Add proof of identification to client details

Allow me to indicate in the client's details that they provided proof of identification.

Guest over 2 years ago in Clients & Groups 2 Future consideration

1 VOTE

Alert me if I'm archiving a client with a balance

Alert me or warn me if I attempt to archive a client that has a balance or refund.

Guest over 2 years ago in Clients & Groups 1 Future consideration

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