Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".
Guest
over 3 years ago
in Intake Forms
0
Future consideration
Make it easier for clients to compose portal messages from phone
Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
Guest
over 3 years ago
in Messaging
0
Future consideration