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Clients & Groups

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Add client name and ID number to all documents

Have the client's name and ID appear on all clinical documents and dynamic forms.
Guest over 6 years ago in Clients & Groups 2 Future consideration

Move diagnosis code to client details

Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a n...
Guest over 3 years ago in Clients & Groups 5 Future consideration

Display more recurring appointments when loading full history

When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
Guest over 3 years ago in Clients & Groups 10 Future consideration

Document communication in prospective clients list

When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add multiple copays

Allow me to add multiple copays for an insurance plan. Sometimes the copays are different for in-person vs telehealth, or individual vs. family sessions and we need to charge the client correctly.
Guest over 3 years ago in Clients & Groups 6 Future consideration

Request non-client appointments/events with other staff

I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
Guest 3 months ago in Clients & Groups 0 Future consideration

Add treatment plan due date to client list

Add a column to the client list grid that tells us the next treatment plan due date.
Dawn del Rio 3 months ago in Clients & Groups 0 Future consideration

Automatically copy address from client to insured

It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest almost 8 years ago in Clients & Groups 10 Future consideration

Add client availability to prospective clients list

When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Allow therapists to sign intake documents

Allow therapists to sign intake forms that are received from clients.
Brenda Lopez over 4 years ago in Clients & Groups 6 Future consideration