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PINNED Show group note status on the group's appointment history
When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

Clients & Groups

Showing 303 of 2046

coloring lines to separate patients charts

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...
Guest almost 6 years ago in Clients & Groups 0 Already exists

New Cleint Setup

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...
Guest almost 6 years ago in Clients & Groups 0 Already exists

See client's DOB from Bill To & Insurance page

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!
Guest about 6 years ago in Clients & Groups 0 Already exists

service type group

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.
Guest about 6 years ago in Clients & Groups 0 Already exists

Client report per clinician

I would like to run a current client report for each clinician.
Guest about 6 years ago in Clients & Groups 0 Already exists

Add Parents/Guardian Info. to Detail Page

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.
Guest about 6 years ago in Clients & Groups 0 Already exists

required field for spouse/co parent contact information

I would like to see a required field for spouse/co parent email and contact not just emergency contact
Guest over 6 years ago in Clients & Groups 0 Already exists

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...
Guest over 6 years ago in Clients & Groups 0 Already exists

view clients tab

I don't want to see the entire organization's clients when I click on the 'clients' tab, I only want to see mine. Please update this at minimum as an option if not a default. I
Guest almost 7 years ago in Clients & Groups 0 Already exists

Allow text messages to be sent via Client Reminder Log without subscribing to Text Reminders

Allow Users to send text messages to Clients via the Client Reminder Log without Organization Text Reminders being enabled.
Guest 12 months ago in Clients & Groups / Messaging & Notifications 0 Future consideration