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Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.

Guest almost 3 years ago in Clients & Groups 3 Future consideration

3 VOTE

Add character counter to text reminder template

When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.

Guest over 1 year ago in Practice Management & Administration 0 Future consideration

7 VOTE

Spanish Knowledge Base

To have client focused training materials available in the "Knowledge Base" in Spanish.

Guest about 4 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.

Guest almost 2 years ago in Client Portal Payments 1 Future consideration

1 VOTE

Mark all ADLs and IADLs as independent

When viewing a client's ADLs and IADLs, allow me to quickly mark all of them as "Independent".

Guest 7 months ago in Clients & Groups 1 Future consideration

10 VOTE

Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms

Guest almost 6 years ago in Client & Billing Details 0 Future consideration

4 VOTE

Rearrange navigation

Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.

Guest over 2 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Assign all staff to a client

When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Send check-in message to clients prior to appointment

Allow me to send a message to my clients 24-48 hours prior to their appointment asking them to check-in.

Guest 7 months ago in Calendar & Scheduling 1 Future consideration

4 VOTE

Add copy from last session in group notes

When I'm completing a group note, allow me to copy the group note from the previous session.

Guest over 2 years ago in Notes & Cases 0 Future consideration

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