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Clients & Groups

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Add Work Phone Number to Client Details

Add work number to client details
Guest about 6 years ago in Clients & Groups 0 Completed

Add location to client list

When viewing the list of clients, allow me to customize the grid to include the location that's listed in the client's details.
Guest over 3 years ago in Clients & Groups 1 Completed

Add a column for next upcoming appointment on client list

would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna
Guest almost 6 years ago in Clients & Groups 0 Completed

Change religion drop down option for Mormon

I am writing you today to urge a change in the Client Details --> Details --> Manage Demographic Info --> Religion drop down menu. There, the option is given of "Mormon", which I understand you mean in reference to those who identify as ...
Guest about 6 years ago in Clients & Groups 0 Completed

Make Client Additional Details printable

Be able to print the "additional details" section with the clients information in the header (like the case notes).
Guest over 6 years ago in Clients & Groups 0 Completed

Display client's date of birth on client list

Please add a feature to "clients" where you can sort by Date of birth.
Guest over 5 years ago in Clients & Groups 1 Completed

A text box on the Billing and Insurance page

A text box on the Billing and Insurance page would be useful. There are times when I want to make a note related to that page but there is no space to enter it.
Guest about 10 years ago in Clients & Groups 0 Completed

Transmit data over NC HealthConnex

Allow me to send and receive patient data over NC HealthConnex.
Guest over 3 years ago in Clients & Groups 0 Completed

View write-offs and payments in Paid Invoice List View

It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old versi...
Guest almost 4 years ago in Clients & Groups 0 Completed

Ability to switch camera modes

Have the ability to choose which camera one can use. For example, using a webcam not integrated into the computer. Allowing to have the option to pick.
Guest over 4 years ago in Clients & Groups 0 Completed