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Clients & Groups

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Customized grid for archived clients

Allow me to customize the grid for archived clients and view "only" the information in the grid.
Guest about 2 years ago in Clients & Groups 2 Completed

Use color to indicate positive (green) or negative (red) balances in Client List

No description provided
Guest over 4 years ago in Clients & Groups 2 Completed

Import client insurance information

I have to enter all current insurance information to every client and I am wondering if there is an easier way than manual entry
CMHC Admin over 6 years ago in Clients & Groups 0 Completed

Add sexual orientation to client details

I am thrilled to see more options added to gender (I've checked out many programs that do not have this) but I work in a queer mental health agency and sexual orientation is also a necessary demographic.
Guest over 9 years ago in Clients & Groups 6 Completed

Separate permission for adding active clients

Make a separate permission for being able to add active/new clients because we don't want our students to be able to add clients.
Guest over 3 years ago in Clients & Groups 2 Completed

Allow Full Credit Information to be entered by client in Client Portal registration

Currently clients have the option of adding partial credit card information (no CVV) in the client portal when registering/completing intake paperwork. I'm hearing with Simple Practice, that client's can be required to enter full cc information (s...
Guest over 5 years ago in Clients & Groups 5 Completed

Prevent Unestablished Clients from Signing up for Client Portal Account

Current, if the client portal login link displayed anywhere publicly anyone who clicks that link can sign up for a Client Portal account and become a client. They will be added to the Provider's client list as well. Would like to prevent non-estab...
Caitlin D. 7 months ago in Clients & Groups 0 Completed

Add column for Client ID to "Clients" list

Would love to see client ID numbers listed next to names on the Clients list!
Guest over 10 years ago in Clients & Groups 2 Completed

add co insurance rate

add co insurance rate option under Bill To & Insurance Info just like you have co pay amount listed.
Guest about 8 years ago in Clients & Groups 1 Completed

Improve pagination for Client List

It would be great to have a way to advance to a page in the Clients list without having to click through a bunch of tabs first - or to be able to view all clients on the page or at least 50 at a time or such. I'm currently having to go through and...
Cindy Mondello over 6 years ago in Clients & Groups 1 Completed