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Clients & Groups

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Document hospitalizations in client's chart

When viewing a client's chart, allow me to document a client's hospitalizations.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add income classification to client for United Way reporting

When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add client to more than one family group

Allow me to add a client to more than one family group.
Guest over 3 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 over 3 years ago in Clients & Groups 1 Future consideration

Give client contacts permission to view/edit client demographics in portal

Making it a permission setting for contacts in a client's Contact Network to view and edit the client's demographic information on the client portal.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Add conservator field to client details

Add a conservator field to the client details page so if the client is conserved I know who the conservator is.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Sex Assigned at Birth + Standard Intake Form

I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male." See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
Guest over 3 years ago in Clients & Groups 0 Already exists

Add assigned staff to left sidebar when viewing a client's chart

When viewing a client's chart, allow me to view the assigned staff on the left sidebar so that I don't have to navigate away from the chart to view that information.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Identify client session frequency under customized grid on client list.

It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload ...
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Display client's name on warning when deleting clients

When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
Guest about 4 years ago in Clients & Groups 0 Future consideration