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...
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
Add Invoice Payment Status to Group Appointment Details Page
Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.
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Already exists
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Future consideration
