When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.
Add "other" option to dropdown and multi-select form elements
When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.
Guest
9 months ago
in Dynamic Forms
0
Future consideration
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Remove appointment end time from Month calendar view
Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the ...
Add list of therapists to be displayed in contact log if relationship is set to therapist
When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa
9 months ago
in Notes & Cases
0
Future consideration
Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest
almost 5 years ago
in Notes & Cases
1
Future consideration
Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.