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Clients & Groups

Showing 295 of 2013

Add more than one auth to a client

Allow me to add more than one authorization number for a client. We get separate authorization numbers for each service type we use and I need to be able to link the auth number to the service type for the appropriate invoice.
Guest over 3 years ago in Clients & Groups 4 Future consideration

Add mailing address to contact network

Allow me to add a mailing address to a contact in a client's contact network.
Guest 10 months ago in Clients & Groups 0 Future consideration

Unarchive groups

Allow me to unarchive a group.
Guest over 7 years ago in Clients & Groups 8 Future consideration

Move diagnosis codes to a client's 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 almost 4 years ago in Clients & Groups 5 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 about 4 years ago in Clients & Groups 7 Future consideration

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 almost 7 years ago in Clients & Groups 2 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

Customize grid for prospective clients list

When viewing the prospective clients list, allow me the option to hide some columns that I don't use.
Guest about 3 years ago in Clients & Groups 5 Future consideration

Alway the same email to be used on multiple Client portals

It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
Guest about 1 year ago in Clients & Groups 0 Already exists

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