Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D.
5 months ago
in Clients & Groups
0
Future consideration
Add a way for client services, office manager, or secretary to mark that client has arrived and checked-in for their appointment to reduce the need for frequent checking of the lobby or interruptions to sessions. Send an alert to the staff member ...
Assign supervisor per patient instead of staff member
Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.
Guest
over 4 years ago
in Clients & Groups
18
Future consideration
When my treatment plan is up for review, allow me to write a review summary for the current treatment plan rather than editing the old one or writing a whole new one.
Guest
almost 8 years ago
in Notes & Cases
15
Future consideration