It would be great if there was a way to enter parent contact information for a minor client.
I often call parents and its tricky to remember their names based off the existing info fields in the details screen.
For example I'm calling a child n...
It would be very helpful to alternate coloring between rows on the patient listing page. ( Ie line for pt 1 light blue, line for pt 2 white, line for pt 3 light blue line for pt line 4 white). They are spaced so close together and all the same col...
I was thinking of allowing one "practice client" that created to go through a complete real life setup from beginning to the end (using office protocols) to fill out the areas that would be needed to establish a new client for training purposes. T...
Hi there!
Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data.
Thank you for your consideration!
I would like the ability to assign a different service type to each individual when scheduling a group session. We use service type for different funding sources/fees and not all clients in a group have the same funding source/fee.
It would be fantastic to add fields and a drop down menu for parents, step-parents, guardians, and their contact numbers on the Detail page. The emergency contact is not helpful when it comes to parents.
Search by active cases vs closed cases vs archived
We need a way for therapists to filter client lists by active, closed, or archived.
In the past we have had to remove a therapist from the client's list of assigned staff because even though the therapist closes the case, they show up on their l...