Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
Guest
almost 6 years ago
in Invitations
11
Future consideration
Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Set which staff member a client can schedule an appointment with on the portal
When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Add "Send Client Portal Invite" option when adding a new client
At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest
almost 6 years ago
in Invitations
2
Future consideration
Allow more than one client/family member to have access to the client portal
I have situations in which multiple family members (ie divorced parents where both parents have shared custody, parent and teen, etc) that need access to the client portal to be able to receive reminders, telehealth links, ability to pay, etc
Guest
3 months ago
in Invitations
0
Already exists
When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest
7 months ago
in Intake Forms
0
Future consideration
If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
Guest
over 2 years ago
in Intake Forms
0
Future consideration
Increase visibility of the Submit button for intake forms on the client portal
Move the "Submit" button to a more prominent place because many of my clients miss the submit button since they have to scroll down to the bottom of the page.
Guest
over 6 years ago
in Intake Forms
7
Future consideration
2
Future consideration
0
Already exists
