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
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
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
Remove staff display order if staff can only view personal calendar
If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.