Add option to disable Client Portal "save time and complete intake forms" banner
Add an option within the Organization's Client Portal settings to disable the "To save time before your first session, please fill out intake forms" banner displayed to Clients in the Client Portal.
Guest
7 months ago
in Intake Forms
0
Future consideration
Create a report that contains the names of the clients, Therapist and the date they were last archived.
Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest
almost 5 years ago
in Reporting
1
Future consideration
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration