Alert for when a client has been closed for 7 years
Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...
Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.
We work with minors whose parents/guardians have portal access with secure messaging. It would be helpful for admin and therapists to be able to send a mass message to all contact networks by being able to click All Contacts instead of listing eac...
Send a message to a client without the contact seeing
Currently the client contact network can only use secure messaging if given access to the client’s messages. I need to be able to send secure messages to both the client and the contact network without the contact network seeing the client’s messa...
Set different times for each type of appointment reminder
Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.