When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
Indicate preferred contact method in prospective clients list
When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
Guest
almost 4 years ago
in Clients & Groups
0
Future consideration
Change wording when clients have poor internet connection
When clients join a telehealth session and they see the message that lets them know their internet isn't strong enough, change the wording of that message because our clients feel as though it's harsh.
Allow me to enter the first three letters of several words in a diagnosis and be able to search that way. Sometimes things are worded as depression, or depressive and it's easier to just be able to search for maj dep dis rec than it is to type out...
Guest
about 4 years ago
in Notes & Cases
1
Future consideration