Add a new idea Subscribe
Status Future consideration
Categories Client Account Management
Created by Guest
Created on May 22, 2023

RELATED IDEAS

Allow archived clients to access portal for contacts

If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
App Type Client Portal
  • Attach files
      Drop here to upload
    • Jennifer Nishizaki
      Reply
      |       Sep 12, 2023
      We should not have to pay for archived clients to be accessible just because their child is now receiving services.
    • Guest
      Reply
      |       May 16, 2023
      Please enhance the client portal where all features (forms, insurance & billing, appointments, and calendar) except "Inbox" are grayed out if an archived Client is also in the Contact Network for active Clients. And within the Compose box for messaging only the active clients are listed as options in the "Client" field. Otherwise, if a client, who is assigned to another client's Contact Network is archived, they must create a new Contact account. Thus, they are duplicated in the system and will lose access to prior secure messages for their Contact Network.