Clients & Groups

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Sort by payment method on file in clients list

As an organization connected to Stripe for payment processing, allow me to sort the Clients List by Payment Method on File so I can quickly see who doesn't have a credit card on file.

Steven Clemons, Jr. 3 months ago in Clients & Groups 0 Future consideration

1 VOTE

Add conditional logic using Client Flags

Add conditional logic using Client Flags to simplify client intake, examples include: When a client self-adds to the portal, assign a Client Flag labeled New Client. When a portal invite with intake forms is sent, assign a Client Flag labeled Wait...

Cindy Hooper about 1 month ago in Clients & Groups 0 Future consideration

2 VOTE

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.

Guest 3 months ago in Clients & Groups 0 Future consideration

35 VOTE

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.

Guest over 3 years ago in Clients & Groups 17 Future consideration

37 VOTE

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...

Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

26 VOTE

Archive clients on prospective clients list

Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.

Guest about 3 years ago in Clients & Groups 3 Future consideration

28 VOTE

Remove numbers from titles on intake forms

Remove the numbers that precede the titles when viewing an intake form.

Guest over 3 years ago in Clients & Groups 5 Future consideration

42 VOTE

Send forms to multiple clients

Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.

Guest about 5 years ago in Clients & Groups 11 Future consideration

56 VOTE

Separate client amount due and insurance amount due when viewing ledger grid

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.

Guest about 7 years ago in Clients & Groups 3 Future consideration

41 VOTE

Set a default place of service per client

Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.

Guest over 5 years ago in Clients & Groups 5 Future consideration

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