Add a check box in custom forms to allow adding it to the intake forms
I created a client checklist using custom forms. My thinking was that I would have clients fill it out online through the client portal. Then I discovered that there is a separate forms generator in the client portal and the two don't connect. The...
Guest
about 9 years ago
in Intake Forms
0
Completed
allow use of the "Copy From Last Session" feature when you Enter Notes from the dashboard.
Currently if you utilize the Enter Notes button from the dashboard, it takes you to a new, blank progress note, without giving the option of utilizing the Copy feature.
You must enter from the client page in order to do so.
Guest
about 9 years ago
in Notes & Cases
0
Completed
Add "Insurance" as Relationship to Client option in Contact Log entries
In the contact log drop down box for who the contact was with (client, parent, partner, etc)- I would love to see insurance company be listed as an option as that is who I am writing notes in the contact logs about the most.
Thanks!
Guest
about 6 years ago
in Notes & Cases
0
Completed
Additional Instructions on steps to create an appointment from the Client Portal
Have instructions in the client portal (particularly for new clients attempting to schedule their first appointment) instructing them to double click in an open (white) slot on the calendar to schedule. Include text that lets clients know that una...
I have now set up multiples of the same Payer ID with different names. There is no way I can manually select names for some of the carriers, with over 500 Patients this is not a viable option.